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 | $59,541 | $83,477-28.7% | $125,175-52.4% | $72,985-18.4% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.5%+2.9pp |
| Annual return | 16.41% | 25.78%-9.4pp | 43.79%-27.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,105 | $2,345-10.3% | $3,865-45.6% | $2,440-13.7% |
| Participant deferral / active EE | $999 | $3,585-72.1% | $4,937-79.8% | $3,607-72.3% |
| Admin fee / account holder | $18 | $5,517-99.7% | $9,702-99.8% | $5,124-99.6% |