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 | $24,675 | $127,386-80.6% | $115,037-78.6% | $125,391-80.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 1.57% | 31.28%-29.7pp | 26.14%-24.6pp | 282.22%-280.7pp |
| Employer contribution / active EE | $2,546 | $5,166-50.7% | $4,608-44.8% | $4,866-47.7% |
| Participant deferral / active EE | $710 | $6,423-88.9% | $6,026-88.2% | $5,352-86.7% |
| Admin fee / account holder | $240 | $9,516-97.5% | $8,175-97.1% | $9,540-97.5% |