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 | $18,632 | $175,202-89.4% | $149,673-87.6% | $139,434-86.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.22% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,225 | $5,474-77.6% | $4,818-74.6% | $4,751-74.2% |
| Participant deferral / active EE | $1,389 | $6,519-78.7% | $5,680-75.5% | $6,710-79.3% |
| Admin fee / account holder | $18 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |