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 | $205,430 | $209,411-1.9% | $178,490+15.1% | $158,922+29.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.68% | 188.75%-164.1pp | 151.07%-126.4pp | 302.83%-278.1pp |
| Employer contribution / active EE | $20,000 | $5,706+250.5% | $5,011+299.2% | $4,761+320.1% |
| Participant deferral / active EE | $823 | $5,954-86.2% | $5,202-84.2% | $5,982-86.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |