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 | $35,567 | $217,402-83.6% | $185,823-80.9% | $167,490-78.8% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 23.83% | 148.36%-124.5pp | 122.05%-98.2pp | 478.56%-454.7pp |
| Employer contribution / active EE | $2,075 | $5,873-64.7% | $5,167-59.8% | $4,837-57.1% |
| Participant deferral / active EE | $2,261 | $6,356-64.4% | $5,568-59.4% | $6,341-64.3% |
| Admin fee / account holder | $270 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |