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 | $36,562 | $103,376-64.6% | $87,100-58.0% | $152,861-76.1% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 9.16% | 28.10%-18.9pp | 28.19%-19.0pp | 345.32%-336.2pp |
| Employer contribution / active EE | $941 | $3,220-70.8% | $2,521-62.7% | $4,762-80.2% |
| Participant deferral / active EE | $1,334 | $4,778-72.1% | $4,049-67.0% | $5,850-77.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |