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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,736 | $104,251-50.4% | $91,001-43.1% | $147,584-64.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 3.67% | 27.06%-23.4pp | 4.60%-0.9pp | 578.55%-574.9pp |
| Employer contribution / active EE | $1,364 | $3,116-56.2% | $2,456-44.5% | $4,876-72.0% |
| Participant deferral / active EE | $947 | $4,195-77.4% | $3,547-73.3% | $5,439-82.6% |
| Admin fee / account holder | $20 | $8,948-99.8% | $5,417-99.6% | $10,885-99.8% |