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 7-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 | $55,801 | $116,175-52.0% | $93,606-40.4% | $152,861-63.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.35% | 35.96%-12.6pp | 32.76%-9.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,936 | $3,218-39.8% | $2,718-28.8% | $4,762-59.4% |
| Participant deferral / active EE | $851 | $4,603-81.5% | $4,069-79.1% | $5,850-85.5% |
| Admin fee / account holder | $125 | $10,748-98.8% | $7,888-98.4% | $11,596-98.9% |