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 10-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 | $78,615 | $217,402-63.8% | $185,823-57.7% | $167,490-53.1% |
| Participation rate | 94.1% | 86.0%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 44.30% | 148.36%-104.1pp | 122.05%-77.7pp | 478.56%-434.3pp |
| Employer contribution / active EE | $2,666 | $5,873-54.6% | $5,167-48.4% | $4,837-44.9% |
| Participant deferral / active EE | $1,485 | $6,356-76.6% | $5,568-73.3% | $6,341-76.6% |
| Admin fee / account holder | $61 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |