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 | $21,440 | $45,035-52.4% | $62,995-66.0% | $70,131-69.4% |
| Participation rate | 96.7% | 69.5%+27.1pp | 74.8%+21.9pp | 69.5%+27.1pp |
| Annual return | 17.82% | 18.76%-0.9pp | 87.57%-69.7pp | 73.14%-55.3pp |
| Employer contribution / active EE | $410 | $2,051-80.0% | $2,759-85.1% | $2,342-82.5% |
| Participant deferral / active EE | $418 | $2,465-83.1% | $3,329-87.5% | $3,332-87.5% |
| Admin fee / account holder | $255 | $2,834-91.0% | $3,600-92.9% | $4,645-94.5% |