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 | $99,701 | $183,963-45.8% | $162,163-38.5% | $152,861-34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.57% | 150.76%-131.2pp | 115.59%-96.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,099 | $6,371-67.1% | $5,614-62.6% | $4,762-55.9% |
| Participant deferral / active EE | $2,250 | $8,034-72.0% | $7,298-69.2% | $5,850-61.5% |
| Admin fee / account holder | $29 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |