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 | $66,522 | $155,788-57.3% | $124,672-46.6% | $167,490-60.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 18.30% | 17.97%+0.3pp | 5142.93%-5124.6pp | 478.56%-460.3pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,132 | $5,673-80.0% | $4,614-75.5% | $6,341-82.1% |
| Admin fee / account holder | $60 | $9,531-99.4% | $7,493-99.2% | $12,309-99.5% |