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 | $80,289 | $107,334-25.2% | $92,893-13.6% | $152,861-47.5% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 15.72% | 145.58%-129.9pp | 109.41%-93.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $19,444 | $4,221+360.7% | $3,653+432.3% | $4,762+308.3% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $18 | $7,079-99.8% | $5,794-99.7% | $11,596-99.8% |