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 | $30,560 | $162,781-81.2% | $133,956-77.2% | $158,922-80.8% |
| Participation rate | 78.6% | 83.2%-4.6pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 26.49% | 41.94%-15.5pp | 45.09%-18.6pp | 302.83%-276.3pp |
| Employer contribution / active EE | $5,483 | $4,975+10.2% | $3,919+39.9% | $4,761+15.2% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $209 | $11,736-98.2% | $8,927-97.7% | $11,246-98.1% |