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 | $110,908 | $183,963-39.7% | $162,163-31.6% | $152,861-27.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 28.70% | 150.76%-122.1pp | 115.59%-86.9pp | 345.32%-316.6pp |
| Employer contribution / active EE | $2,297 | $6,371-64.0% | $5,614-59.1% | $4,762-51.8% |
| Participant deferral / active EE | $2,414 | $8,034-69.9% | $7,298-66.9% | $5,850-58.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |