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 9-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 | $15,893 | $111,724-85.8% | $93,606-83.0% | $145,922-89.1% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.1pp |
| Annual return | 13.57% | 202.98%-189.4pp | 133.20%-119.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,271 | $3,090+70.6% | $2,420+117.8% | $4,660+13.1% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $278 | $10,250-97.3% | $8,285-96.6% | $13,397-97.9% |