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 | $23,256 | $57,065-59.2% | $75,670-69.3% | $70,131-66.8% |
| Participation rate | 86.8% | 68.1%+18.7pp | 72.3%+14.4pp | 69.5%+17.3pp |
| Annual return | 14.44% | 23.57%-9.1pp | 27.34%-12.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,198 | $1,817+21.0% | $2,352-6.6% | $2,342-6.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |