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 | $38,235 | $86,286-55.7% | $111,297-65.6% | $85,850-55.5% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 2.86% | 19.99%-17.1pp | 54.65%-51.8pp | 318.53%-315.7pp |
| Employer contribution / active EE | $5,842 | $2,043+185.9% | $2,731+113.9% | $2,565+127.7% |
| Participant deferral / active EE | $876 | $3,641-75.9% | $4,487-80.5% | $3,952-77.8% |
| Admin fee / account holder | $245 | $8,188-97.0% | $7,964-96.9% | $6,260-96.1% |