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 | $28,226 | $107,334-73.7% | $92,893-69.6% | $152,861-81.5% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 29.34% | 145.58%-116.2pp | 109.41%-80.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $947 | $4,221-77.6% | $3,653-74.1% | $4,762-80.1% |
| Participant deferral / active EE | $1,254 | $4,845-74.1% | $4,236-70.4% | $5,850-78.6% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |