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 6-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 | $33,648 | $159,901-79.0% | $146,958-77.1% | $145,922-76.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.24% | 98.13%-77.9pp | 418.34%-398.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,933 | $5,286-63.4% | $4,933-60.8% | $4,660-58.5% |
| Participant deferral / active EE | $2,201 | $8,428-73.9% | $8,070-72.7% | $6,688-67.1% |
| Admin fee / account holder | $40 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |