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 3-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 | $60,018 | $105,126-42.9% | $94,646-36.6% | $139,434-57.0% |
| Participation rate | 81.8% | 82.4%-0.5pp | 80.8%+1.0pp | 80.3%+1.5pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $462 | $4,106-88.7% | $3,672-87.4% | $4,751-90.3% |
| Participant deferral / active EE | $990 | $7,599-87.0% | $7,418-86.7% | $6,710-85.3% |
| Admin fee / account holder | $33 | $8,984-99.6% | $7,231-99.5% | $11,403-99.7% |