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 | $72,218 | $180,449-60.0% | $154,107-53.1% | $135,375-46.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.16% | 888.09%-895.2pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,100 | $6,035-65.2% | $5,298-60.4% | $4,779-56.1% |
| Participant deferral / active EE | $1,895 | $5,806-67.4% | $5,081-62.7% | $5,609-66.2% |
| Admin fee / account holder | $111 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |