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 | $40,402 | $111,754-63.8% | $103,333-60.9% | $145,922-72.3% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 41.08% | 24.77%+16.3pp | 24.88%+16.2pp | 561.29%-520.2pp |
| Employer contribution / active EE | $11,165 | $4,212+165.0% | $3,868+188.7% | $4,660+139.6% |
| Participant deferral / active EE | $688 | $5,619-87.8% | $5,057-86.4% | $6,688-89.7% |
| Admin fee / account holder | $296 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |