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 | $34,369 | $159,602-78.5% | $150,045-77.1% | $142,382-75.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 65.79% | 70.24%-4.4pp | 62.55%+3.2pp | 217.08%-151.3pp |
| Employer contribution / active EE | $1,635 | $4,961-67.0% | $4,693-65.2% | $4,299-62.0% |
| Participant deferral / active EE | $2,189 | $8,310-73.7% | $7,997-72.6% | $6,507-66.4% |
| Admin fee / account holder | $23 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |