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 | $109,637 | $160,055-31.5% | $140,016-21.7% | $135,375-19.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.39% | 911.38%-906.0pp | 651.12%-645.7pp | 519.73%-514.3pp |
| Employer contribution / active EE | $1,397 | $6,420-78.2% | $5,606-75.1% | $4,779-70.8% |
| Participant deferral / active EE | $2,509 | $7,642-67.2% | $6,927-63.8% | $5,609-55.3% |
| Admin fee / account holder | $25 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |