Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $20,358 | $154,228-86.8% | $145,433-86.0% | $137,256-85.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.70% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,033 | $4,804-78.5% | $4,554-77.3% | $4,156-75.2% |
| Participant deferral / active EE | $1,549 | $8,216-81.1% | $7,897-80.4% | $6,407-75.8% |
| Admin fee / account holder | $122 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |