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 | $68,758 | $197,591-65.2% | $177,821-61.3% | $158,922-56.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.38% | 58.76%-35.4pp | 48.32%-24.9pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,324 | $6,697-65.3% | $5,918-60.7% | $4,761-51.2% |
| Participant deferral / active EE | $2,628 | $8,405-68.7% | $7,714-65.9% | $5,982-56.1% |
| Admin fee / account holder | $6 | $15,399-100.0% | $12,427-100.0% | $11,246-99.9% |