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 | $60,036 | $183,519-67.3% | $155,509-61.4% | $145,922-58.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.56% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,728 | $5,313-29.8% | $4,672-20.2% | $4,660-20.0% |
| Participant deferral / active EE | $520 | $6,462-92.0% | $5,626-90.8% | $6,688-92.2% |
| Admin fee / account holder | $194 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |