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 | $82,460 | $105,181-21.6% | $159,436-48.3% | $85,850-3.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 1.18% | 45.07%-43.9pp | 263.57%-262.4pp | 318.53%-317.3pp |
| Employer contribution / active EE | $927 | $3,318-72.1% | $4,829-80.8% | $2,565-63.9% |
| Participant deferral / active EE | $1,155 | $5,945-80.6% | $7,352-84.3% | $3,952-70.8% |
| Admin fee / account holder | $52 | $6,933-99.3% | $10,799-99.5% | $6,260-99.2% |