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 6-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 | $18,840 | $202,432-90.7% | $169,368-88.9% | $139,434-86.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 9.12% | 531.74%-522.6pp | 405.60%-396.5pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,725 | $4,692-63.2% | $4,013-57.0% | $4,751-63.7% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $185 | $10,708-98.3% | $9,003-98.0% | $11,403-98.4% |