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 | $44,965 | $104,486-57.0% | $76,817-41.5% | $152,861-70.6% |
| Participation rate | 76.9% | 76.6%+0.3pp | 72.1%+4.8pp | 82.4%-5.5pp |
| Annual return | 28.49% | 1013.37%-984.9pp | 1166.11%-1137.6pp | 345.32%-316.8pp |
| Employer contribution / active EE | $392 | $3,116-87.4% | $2,302-83.0% | $4,762-91.8% |
| Participant deferral / active EE | $784 | $4,236-81.5% | $3,336-76.5% | $5,850-86.6% |
| Admin fee / account holder | $22 | $12,275-99.8% | $6,420-99.7% | $11,596-99.8% |