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 9-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 | $50,525 | $175,600-71.2% | $129,110-60.9% | $134,475-62.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -8.42% | -11.39%+3.0pp | -10.94%+2.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $25,099 | $6,355+295.0% | $5,052+396.8% | $4,740+429.6% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $283 | $23,567-98.8% | $14,302-98.0% | $11,426-97.5% |