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 | $69,388 | $129,942-46.6% | $104,294-33.5% | $134,475-48.4% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.6pp | 81.2%+0.6pp |
| Annual return | -14.58% | 42.03%-56.6pp | 24.61%-39.2pp | 417.96%-432.5pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $619 | $5,588-88.9% | $4,625-86.6% | $6,400-90.3% |
| Admin fee / account holder | $82 | $9,323-99.1% | $7,339-98.9% | $11,426-99.3% |