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 | $85,391 | $157,256-45.7% | $141,162-39.5% | $152,861-44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.67% | 64.32%-36.7pp | 71.39%-43.7pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,985 | $5,261-62.3% | $4,735-58.1% | $4,762-58.3% |
| Participant deferral / active EE | $2,068 | $7,109-70.9% | $6,709-69.2% | $5,850-64.7% |
| Admin fee / account holder | $98 | $12,120-99.2% | $10,261-99.0% | $11,596-99.2% |