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 | $221,871 | $165,335+34.2% | $149,696+48.2% | $158,922+39.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.32% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $4,567 | $5,103-10.5% | $4,644-1.7% | $4,761-4.1% |
| Participant deferral / active EE | $1,326 | $7,181-81.5% | $6,842-80.6% | $5,982-77.8% |
| Admin fee / account holder | $11 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |