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 | $189,135 | $209,411-9.7% | $178,490+6.0% | $158,922+19.0% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 10.04% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $4,048 | $5,706-29.1% | $5,011-19.2% | $4,761-15.0% |
| Participant deferral / active EE | $1,258 | $5,954-78.9% | $5,202-75.8% | $5,982-79.0% |
| Admin fee / account holder | $89 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |