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 | $0 | $77,813-100.0% | $123,544-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.3%-82.3pp | 69.6%-69.6pp |
| Annual return | -2.42% | 12.48%-14.9pp | 119.20%-121.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,758 | $3,014-41.7% | $4,628-62.0% | $2,381-26.2% |
| Participant deferral / active EE | $1,886 | $5,240-64.0% | $6,426-70.7% | $3,470-45.6% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |