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 | $7,940 | $90,348-91.2% | $75,972-89.5% | $145,922-94.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.58% | 620.88%-604.3pp | 359.55%-343.0pp | 561.29%-544.7pp |
| Employer contribution / active EE | $886 | $3,311-73.2% | $2,685-67.0% | $4,660-81.0% |
| Participant deferral / active EE | $886 | $5,162-82.8% | $4,255-79.2% | $6,688-86.8% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |