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 | $76,866 | $124,425-38.2% | $112,040-31.4% | $137,256-44.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.84% | 24.72%-3.9pp | 24.52%-3.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,549 | $3,411-54.6% | $2,954-47.6% | $4,156-62.7% |
| Participant deferral / active EE | $1,557 | $5,718-72.8% | $5,098-69.5% | $6,407-75.7% |
| Admin fee / account holder | $106 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |