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 | $39,106 | $153,772-74.6% | $133,980-70.8% | $273,961-85.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 7.39% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,378 | $6,029-77.1% | $5,211-73.6% | $4,869-71.7% |
| Participant deferral / active EE | $1,573 | $6,958-77.4% | $6,282-75.0% | $5,287-70.2% |
| Admin fee / account holder | $57 | $11,765-99.5% | $9,324-99.4% | $10,132-99.4% |