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 | $27,460 | $67,606-59.4% | $82,313-66.6% | $70,131-60.8% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 13.10% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $987 | $1,755-43.8% | $2,428-59.4% | $2,342-57.9% |
| Participant deferral / active EE | $1,221 | $2,987-59.1% | $3,706-67.1% | $3,332-63.4% |
| Admin fee / account holder | $276 | $4,512-93.9% | $5,608-95.1% | $4,645-94.0% |