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 | $27,214 | $140,940-80.7% | $112,229-75.8% | $139,434-80.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.24% | 32.71%-9.5pp | 30.20%-7.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $3,501 | $4,283-18.3% | $3,430+2.1% | $4,751-26.3% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $228 | $9,954-97.7% | $7,748-97.1% | $11,403-98.0% |