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 4-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 | $7,516 | $93,024-91.9% | $77,024-90.2% | $134,475-94.4% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -19.90% | 62.60%-82.5pp | 42.32%-62.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,878 | $3,418-15.8% | $2,812+2.3% | $4,740-39.3% |
| Participant deferral / active EE | $704 | $5,238-86.6% | $4,426-84.1% | $6,400-89.0% |
| Admin fee / account holder | $33 | $6,944-99.5% | $5,425-99.4% | $11,426-99.7% |