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 | $15,988 | $73,867-78.4% | $143,757-88.9% | $68,494-76.7% |
| Participation rate | 92.3% | 66.7%+25.7pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -3.00% | 1.01%-4.0pp | -0.04%-3.0pp | -7.84%+4.8pp |
| Employer contribution / active EE | $2,535 | $3,184-20.4% | $4,951-48.8% | $2,596-2.4% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |