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 | $49,382 | $160,055-69.1% | $140,016-64.7% | $135,375-63.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.06% | 911.38%-916.4pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,789 | $6,420+21.3% | $5,606+38.9% | $4,779+63.0% |
| Participant deferral / active EE | $2,240 | $7,642-70.7% | $6,927-67.7% | $5,609-60.1% |
| Admin fee / account holder | $65 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |