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 | $49,927 | $183,519-72.8% | $155,509-67.9% | $145,922-65.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.88% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,245 | $5,313-76.6% | $4,672-73.4% | $4,660-73.3% |
| Participant deferral / active EE | $1,390 | $6,462-78.5% | $5,626-75.3% | $6,688-79.2% |
| Admin fee / account holder | $61 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |