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 | $47,749 | $160,055-70.2% | $140,016-65.9% | $135,375-64.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.27% | 911.38%-914.7pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,624 | $6,420-74.7% | $5,606-71.0% | $4,779-66.0% |
| Participant deferral / active EE | $1,330 | $7,642-82.6% | $6,927-80.8% | $5,609-76.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |