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 | $74,667 | $157,256-52.5% | $141,162-47.1% | $152,861-51.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.77% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,077 | $5,261-60.5% | $4,735-56.1% | $4,762-56.4% |
| Participant deferral / active EE | $2,041 | $7,109-71.3% | $6,709-69.6% | $5,850-65.1% |
| Admin fee / account holder | $268 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |