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 | $66,727 | $157,256-57.6% | $141,162-52.7% | $152,861-56.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 21.20% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,281 | $5,261-75.6% | $4,735-72.9% | $4,762-73.1% |
| Participant deferral / active EE | $757 | $7,109-89.4% | $6,709-88.7% | $5,850-87.1% |
| Admin fee / account holder | $88 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |