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 | $40,983 | $107,934-62.0% | $91,989-55.4% | $152,861-73.2% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 21.56% | 89.24%-67.7pp | 69.02%-47.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $521 | $4,210-87.6% | $3,452-84.9% | $4,762-89.1% |
| Participant deferral / active EE | $1,369 | $6,364-78.5% | $5,923-76.9% | $5,850-76.6% |
| Admin fee / account holder | $240 | $10,520-97.7% | $7,743-96.9% | $11,596-97.9% |