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 | $33,144 | $85,766-61.4% | $136,294-75.7% | $70,131-52.7% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 14.15% | 31.45%-17.3pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $948 | $2,966-68.0% | $4,695-79.8% | $2,342-59.5% |
| Participant deferral / active EE | $2,007 | $5,051-60.3% | $6,247-67.9% | $3,332-39.8% |
| Admin fee / account holder | $244 | $5,420-95.5% | $9,243-97.4% | $4,645-94.8% |