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 | $12,947 | $81,632-84.1% | $70,449-81.6% | $158,922-91.9% |
| Participation rate | 70.0% | 77.7%-7.7pp | 75.1%-5.1pp | 82.0%-12.0pp |
| Annual return | 19.01% | 208.40%-189.4pp | 109.03%-90.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $501 | $3,217-84.4% | $2,737-81.7% | $4,761-89.5% |
| Participant deferral / active EE | $568 | $4,554-87.5% | $3,709-84.7% | $5,982-90.5% |
| Admin fee / account holder | $17 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |