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 | $29,617 | $177,572-83.3% | $154,803-80.9% | $142,382-79.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 17.04% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $905 | $4,810-81.2% | $4,305-79.0% | $4,299-78.9% |
| Participant deferral / active EE | $831 | $6,272-86.7% | $5,540-85.0% | $6,507-87.2% |
| Admin fee / account holder | $164 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |