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 | $31,844 | $131,829-75.8% | $108,579-70.7% | $273,961-88.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.10% | -91.57%+96.7pp | -51.70%+56.8pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,143 | $4,912-76.7% | $3,758-69.6% | $4,869-76.5% |
| Participant deferral / active EE | $1,071 | $5,127-79.1% | $4,311-75.1% | $5,287-79.7% |
| Admin fee / account holder | $157 | $10,252-98.5% | $7,645-97.9% | $10,132-98.4% |