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 7-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 | $47,477 | $112,881-57.9% | $90,951-47.8% | $158,922-70.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 73.97% | 215.79%-141.8pp | 134.60%-60.6pp | 302.83%-228.9pp |
| Employer contribution / active EE | $882 | $2,893-69.5% | $2,122-58.5% | $4,761-81.5% |
| Participant deferral / active EE | $887 | $4,128-78.5% | $3,373-73.7% | $5,982-85.2% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |