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 | $30,887 | $100,970-69.4% | $96,576-68.0% | $137,256-77.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.36% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $416 | $3,809-89.1% | $3,553-88.3% | $4,156-90.0% |
| Participant deferral / active EE | $1,745 | $8,286-78.9% | $7,956-78.1% | $6,407-72.8% |
| Admin fee / account holder | $65 | $11,312-99.4% | $11,381-99.4% | $12,270-99.5% |