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 | $93,182 | $167,484-44.4% | $151,611-38.5% | $134,475-30.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.93% | 7.80%-15.7pp | 3.33%-11.3pp | 417.96%-425.9pp |
| Employer contribution / active EE | $3,145 | $6,829-53.9% | $6,166-49.0% | $4,740-33.6% |
| Participant deferral / active EE | $3,145 | $8,986-65.0% | $8,363-62.4% | $6,400-50.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |