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 | $27,188 | $59,805-54.5% | $79,550-65.8% | $68,494-60.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.63% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,004 | $1,505-33.3% | $2,413-58.4% | $2,596-61.3% |
| Participant deferral / active EE | $1,163 | $3,024-61.6% | $3,985-70.8% | $4,027-71.1% |
| Admin fee / account holder | $278 | $4,835-94.2% | $6,832-95.9% | $5,403-94.8% |