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 | $109,960 | $127,065-13.5% | $113,168-2.8% | $142,382-22.8% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 15.43% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $999 | $3,442-71.0% | $2,975-66.4% | $4,299-76.8% |
| Participant deferral / active EE | $1,621 | $5,716-71.6% | $5,107-68.3% | $6,507-75.1% |
| Admin fee / account holder | $32 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |