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 | $93,254 | $190,805-51.1% | $159,960-41.7% | $134,475-30.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 45.54% | 552.23%-506.7pp | 408.60%-363.1pp | 417.96%-372.4pp |
| Employer contribution / active EE | $1,088 | $4,995-78.2% | $4,226-74.3% | $4,740-77.0% |
| Participant deferral / active EE | $1,088 | $6,923-84.3% | $6,182-82.4% | $6,400-83.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |