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 | $41,133 | $57,354-28.3% | $83,848-50.9% | $64,186-35.9% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | 6.44% | 11.38%-4.9pp | 850.88%-844.4pp | 7.63%-1.2pp |
| Employer contribution / active EE | $1,099 | $2,545-56.8% | $3,631-69.7% | $2,381-53.8% |
| Participant deferral / active EE | $335 | $2,993-88.8% | $4,082-91.8% | $3,470-90.3% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |