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 | $104,370 | $171,865-39.3% | $149,718-30.3% | $147,584-29.3% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 13.08% | 2113.22%-2100.1pp | 1501.63%-1488.5pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,497 | $6,275-76.1% | $5,445-72.5% | $4,876-69.3% |
| Participant deferral / active EE | $2,119 | $7,271-70.9% | $6,569-67.7% | $5,439-61.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |