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 | $40,419 | $209,336-80.7% | $197,124-79.5% | $137,256-70.6% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 19.38% | 48.09%-28.7pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,122 | $6,591-67.8% | $6,227-65.9% | $4,156-48.9% |
| Participant deferral / active EE | $2,582 | $9,614-73.1% | $9,135-71.7% | $6,407-59.7% |
| Admin fee / account holder | $42 | $17,308-99.8% | $16,298-99.7% | $12,270-99.7% |