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 5-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 | $22,791 | $175,202-87.0% | $149,673-84.8% | $139,434-83.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.42% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,026 | $5,474-63.0% | $4,818-58.0% | $4,751-57.4% |
| Participant deferral / active EE | $1,160 | $6,519-82.2% | $5,680-79.6% | $6,710-82.7% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |