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 | $23,846 | $105,998-77.5% | $92,233-74.1% | $147,584-83.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.82% | 50.05%-35.2pp | 176.28%-161.5pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,391 | $4,333-67.9% | $3,679-62.2% | $4,876-71.5% |
| Participant deferral / active EE | $943 | $4,478-78.9% | $3,897-75.8% | $5,439-82.7% |
| Admin fee / account holder | $289 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |