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 8-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 | $23,164 | $165,335-86.0% | $149,696-84.5% | $158,922-85.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 256.57% | 348.15%-91.6pp | 276.60%-20.0pp | 302.83%-46.3pp |
| Employer contribution / active EE | $4,964 | $5,103-2.7% | $4,644+6.9% | $4,761+4.3% |
| Participant deferral / active EE | $914 | $7,181-87.3% | $6,842-86.6% | $5,982-84.7% |
| Admin fee / account holder | $75 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |