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 8-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 | $7,317 | $85,022-91.4% | $70,515-89.6% | $139,434-94.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.39% | 30.38%-11.0pp | 32.77%-13.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $900 | $3,909-77.0% | $2,973-69.7% | $4,751-81.1% |
| Participant deferral / active EE | $900 | $5,890-84.7% | $4,567-80.3% | $6,710-86.6% |
| Admin fee / account holder | $28 | $8,906-99.7% | $6,412-99.6% | $11,403-99.8% |