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 | $154,404 | $153,772+0.4% | $133,980+15.2% | $273,961-43.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.89% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,000 | $6,029-50.2% | $5,211-42.4% | $4,869-38.4% |
| Participant deferral / active EE | $1,820 | $6,958-73.8% | $6,282-71.0% | $5,287-65.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |