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 8-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 | $46,140 | $135,635-66.0% | $110,238-58.1% | $135,375-65.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.67% | 513.19%-521.9pp | 314.74%-323.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $24,835 | $4,906+406.2% | $3,826+549.0% | $4,779+419.7% |
| Participant deferral / active EE | $450 | $5,506-91.8% | $4,672-90.4% | $5,609-92.0% |
| Admin fee / account holder | $11 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |