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 | $68,693 | $140,940-51.3% | $112,229-38.8% | $139,434-50.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 19.55% | 32.71%-13.2pp | 30.20%-10.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,242 | $5,874-78.9% | $4,798-74.1% | $6,710-81.5% |
| Admin fee / account holder | $62 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |