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 9-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 | $50,707 | $97,757-48.1% | $83,848-39.5% | $135,375-62.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 90.55% | 1287.37%-1196.8pp | 850.88%-760.3pp | 519.73%-429.2pp |
| Employer contribution / active EE | $1,143 | $4,222-72.9% | $3,631-68.5% | $4,779-76.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |