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 | $8,972 | $67,331-86.7% | $60,874-85.3% | $134,475-93.3% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -17.41% | 49.93%-67.3pp | 16.90%-34.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,100 | $3,096-32.2% | $2,701-22.3% | $4,740-55.7% |
| Participant deferral / active EE | $542 | $4,538-88.1% | $3,817-85.8% | $6,400-91.5% |
| Admin fee / account holder | $33 | $4,582-99.3% | $3,224-99.0% | $11,426-99.7% |