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 | $124,366 | $198,466-37.3% | $170,442-27.0% | $147,584-15.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 583.98% | 257.29%+326.7pp | 205.93%+378.0pp | 578.55%+5.4pp |
| Employer contribution / active EE | $15,954 | $6,184+158.0% | $5,433+193.7% | $4,876+227.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $39 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |