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 | $35,080 | $96,557-63.7% | $80,975-56.7% | $273,961-87.2% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 0.43% | 15.14%-14.7pp | 17.10%-16.7pp | 41.45%-41.0pp |
| Employer contribution / active EE | $723 | $4,868-85.1% | $3,714-80.5% | $4,869-85.2% |
| Participant deferral / active EE | $353 | $6,598-94.7% | $5,696-93.8% | $5,287-93.3% |
| Admin fee / account holder | $273 | $7,492-96.4% | $5,516-95.0% | $10,132-97.3% |