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 | $174,185 | $180,028-3.2% | $138,135+26.1% | $158,922+9.6% |
| Participation rate | 90.0% | 82.2%+7.8pp | 78.7%+11.3pp | 82.0%+8.0pp |
| Annual return | 5.97% | 21.68%-15.7pp | 20.51%-14.5pp | 302.83%-296.9pp |
| Employer contribution / active EE | $5,243 | $7,470-29.8% | $5,587-6.2% | $4,761+10.1% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |