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 3-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 | $2,874 | $24,730-88.4% | $66,042-95.6% | $84,808-96.6% |
| Participation rate | 73.2% | 68.1%+5.1pp | 67.5%+5.7pp | 68.3%+4.9pp |
| Annual return | 30.40% | 79.55%-49.1pp | 52.11%-21.7pp | 40.90%-10.5pp |
| Employer contribution / active EE | $469 | $857-45.3% | $1,579-70.3% | $2,631-82.2% |
| Participant deferral / active EE | $512 | $1,737-70.5% | $2,835-81.9% | $4,212-87.8% |
| Admin fee / account holder | $279 | $3,014-90.7% | $5,747-95.1% | $7,344-96.2% |