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 | $17,005 | $190,805-91.1% | $159,960-89.4% | $134,475-87.4% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | 0.64% | 552.23%-551.6pp | 408.60%-408.0pp | 417.96%-417.3pp |
| Employer contribution / active EE | $4,348 | $4,995-12.9% | $4,226+2.9% | $4,740-8.3% |
| Participant deferral / active EE | $240 | $6,923-96.5% | $6,182-96.1% | $6,400-96.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |