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 | $42,883 | $100,852-57.5% | $90,404-52.6% | $158,922-73.0% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 5.72% | 1724.20%-1718.5pp | 1293.02%-1287.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,081 | $3,689-70.7% | $3,262-66.9% | $4,761-77.3% |
| Participant deferral / active EE | $602 | $4,348-86.2% | $3,963-84.8% | $5,982-89.9% |
| Admin fee / account holder | $127 | $6,501-98.0% | $5,611-97.7% | $11,246-98.9% |