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 | $42,742 | $162,781-73.7% | $133,956-68.1% | $158,922-73.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.55% | 41.94%-28.4pp | 45.09%-31.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,721 | $4,975-65.4% | $3,919-56.1% | $4,761-63.8% |
| Participant deferral / active EE | $1,432 | $5,911-75.8% | $5,048-71.6% | $5,982-76.1% |
| Admin fee / account holder | $76 | $11,736-99.4% | $8,927-99.2% | $11,246-99.3% |