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 | $18,790 | $46,869-59.9% | $122,332-84.6% | $70,131-73.2% |
| Participation rate | 97.8% | 58.2%+39.6pp | 71.6%+26.2pp | 69.5%+28.3pp |
| Annual return | 11.70% | 24.22%-12.5pp | 30.27%-18.6pp | 73.14%-61.4pp |
| Employer contribution / active EE | $263 | $1,288-79.6% | $4,050-93.5% | $2,342-88.8% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $226 | $3,322-93.2% | $5,478-95.9% | $4,645-95.1% |