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 | $19,360 | $167,307-88.4% | $143,757-86.5% | $134,475-85.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.33% | 0.46%-5.8pp | -0.04%-5.3pp | 417.96%-423.3pp |
| Employer contribution / active EE | $1,707 | $5,619-69.6% | $4,951-65.5% | $4,740-64.0% |
| Participant deferral / active EE | $837 | $6,446-87.0% | $5,637-85.2% | $6,400-86.9% |
| Admin fee / account holder | $101 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |