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 6-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 | $25,236 | $70,475-64.2% | $100,516-74.9% | $79,858-68.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $583 | $2,165-73.1% | $3,418-82.9% | $2,471-76.4% |
| Participant deferral / active EE | $1,128 | $5,181-78.2% | $6,270-82.0% | $3,740-69.8% |
| Admin fee / account holder | $154 | $4,478-96.6% | $8,081-98.1% | $5,306-97.1% |