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 | $16,621 | $114,381-85.5% | $107,525-84.5% | $142,382-88.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.25% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $858 | $4,015-78.6% | $3,754-77.2% | $4,299-80.1% |
| Participant deferral / active EE | $1,069 | $5,564-80.8% | $5,116-79.1% | $6,507-83.6% |
| Admin fee / account holder | $216 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |