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 | $88,508 | $167,484-47.2% | $151,611-41.6% | $134,475-34.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.31% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,434 | $6,829-35.1% | $6,166-28.1% | $4,740-6.4% |
| Participant deferral / active EE | $1,386 | $8,986-84.6% | $8,363-83.4% | $6,400-78.3% |
| Admin fee / account holder | $202 | $13,783-98.5% | $11,616-98.3% | $11,426-98.2% |