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 | $138,300 | $109,982+25.7% | $97,226+42.2% | $145,922-5.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.34% | 242.90%-228.6pp | 75.13%-60.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $442 | $3,084-85.7% | $2,729-83.8% | $4,660-90.5% |
| Participant deferral / active EE | $552 | $4,676-88.2% | $4,264-87.1% | $6,688-91.7% |
| Admin fee / account holder | $8 | $6,221-99.9% | $5,654-99.9% | $13,397-99.9% |