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 | $74,895 | $160,055-53.2% | $140,016-46.5% | $135,375-44.7% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -4.52% | 911.38%-915.9pp | 651.12%-655.6pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,951 | $6,420-38.5% | $5,606-29.5% | $4,779-17.3% |
| Participant deferral / active EE | $743 | $7,642-90.3% | $6,927-89.3% | $5,609-86.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |