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 | $28,039 | $157,256-82.2% | $141,162-80.1% | $152,861-81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.65% | 64.32%-40.7pp | 71.39%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,179 | $5,261-77.6% | $4,735-75.1% | $4,762-75.2% |
| Participant deferral / active EE | $1,768 | $7,109-75.1% | $6,709-73.6% | $5,850-69.8% |
| Admin fee / account holder | $205 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |