See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,855 | $132,634-14.2% | $115,768-1.7% | $137,256-17.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.87% | 160.70%-144.8pp | 100.46%-84.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $8,484 | $3,360+152.5% | $2,940+188.6% | $4,156+104.1% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $256 | $15,028-98.3% | $12,439-97.9% | $12,270-97.9% |