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 5-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 | $22,933 | $165,335-86.1% | $149,696-84.7% | $158,922-85.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.27% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,483 | $5,103-51.4% | $4,644-46.5% | $4,761-47.9% |
| Participant deferral / active EE | $962 | $7,181-86.6% | $6,842-85.9% | $5,982-83.9% |
| Admin fee / account holder | $259 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |