Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $154,228-77.7% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 65.79% | 74.59%-8.8pp | 66.58%-0.8pp | 220.34%-154.5pp |
| Employer contribution / active EE | $1,635 | $4,804-66.0% | $4,554-64.1% | $4,156-60.7% |
| Participant deferral / active EE | $2,189 | $8,216-73.4% | $7,897-72.3% | $6,407-65.8% |
| Admin fee / account holder | $23 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |