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 5-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 | $16,300 | $124,185-86.9% | $108,410-85.0% | $167,490-90.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.15% | 1379.64%-1367.5pp | 905.27%-893.1pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,101 | $4,187-49.8% | $3,558-41.0% | $4,837-56.6% |
| Participant deferral / active EE | $2,101 | $6,908-69.6% | $6,563-68.0% | $6,341-66.9% |
| Admin fee / account holder | $8 | $9,455-99.9% | $7,295-99.9% | $12,309-99.9% |