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 | $180,323 | $147,167+22.5% | $111,392+61.9% | $135,375+33.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 143.29% | -4.44%+147.7pp | -2.06%+145.4pp | 519.73%-376.4pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $17 | $6,565-99.7% | $5,567-99.7% | $5,609-99.7% |
| Admin fee / account holder | $269 | $20,270-98.7% | $12,266-97.8% | $10,827-97.5% |