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 6-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 | $17,699 | $159,901-88.9% | $146,958-88.0% | $145,922-87.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 12.95% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,929 | $5,286-63.5% | $4,933-60.9% | $4,660-58.6% |
| Participant deferral / active EE | $2,064 | $8,428-75.5% | $8,070-74.4% | $6,688-69.1% |
| Admin fee / account holder | $84 | $15,044-99.4% | $12,998-99.4% | $13,397-99.4% |