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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,485 | $58,208-11.5% | $81,812-37.1% | $80,856-36.3% |
| Participation rate | 72.3% | 63.4%+8.9pp | 72.3%0pp | 67.6%+4.7pp |
| Annual return | 1.05% | 41.66%-40.6pp | 773.79%-772.7pp | 35.59%-34.5pp |
| Employer contribution / active EE | $1,183 | $2,340-49.4% | $2,912-59.4% | $2,755-57.0% |
| Participant deferral / active EE | $709 | $3,281-78.4% | $4,319-83.6% | $4,296-83.5% |
| Admin fee / account holder | $4 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |