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 8-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 | $30,102 | $115,770-74.0% | $101,248-70.3% | $158,922-81.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 17.03% | 56.14%-39.1pp | 46.47%-29.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,076 | $4,175-74.2% | $3,660-70.6% | $4,761-77.4% |
| Participant deferral / active EE | $737 | $4,957-85.1% | $4,370-83.1% | $5,982-87.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |