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 | $51,499 | $77,314-33.4% | $177,989-71.1% | $80,856-36.3% |
| Participation rate | 91.1% | 65.7%+25.4pp | 77.1%+14.0pp | 67.6%+23.4pp |
| Annual return | 3.01% | 18.09%-15.1pp | 294.48%-291.5pp | 35.59%-32.6pp |
| Employer contribution / active EE | $1,817 | $2,292-20.7% | $3,949-54.0% | $2,755-34.0% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22 | $7,191-99.7% | $10,363-99.8% | $6,918-99.7% |