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 7-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 | $27,335 | $95,561-71.4% | $77,163-64.6% | $139,434-80.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.93% | 54.92%-31.0pp | 37.87%-13.9pp | 372.94%-349.0pp |
| Employer contribution / active EE | $8,801 | $3,147+179.6% | $2,535+247.2% | $4,751+85.3% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5 | $8,295-99.9% | $5,472-99.9% | $11,403-100.0% |