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 | $19,894 | $52,681-62.2% | $75,781-73.7% | $59,632-66.6% |
| Participation rate | 94.1% | 67.2%+26.9pp | 75.8%+18.3pp | 68.7%+25.4pp |
| Annual return | -2.39% | 2.95%-5.3pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $6,223 | $2,193+183.7% | $3,323+87.3% | $2,203+182.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $160 | $3,610-95.6% | $5,299-97.0% | $4,297-96.3% |