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 | $105,994 | $202,432-47.6% | $169,368-37.4% | $139,434-24.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.58% | 531.74%-514.2pp | 405.60%-388.0pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,363 | $4,692-7.0% | $4,013+8.7% | $4,751-8.2% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $25 | $10,708-99.8% | $9,003-99.7% | $11,403-99.8% |