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 | $39,352 | $202,432-80.6% | $169,368-76.8% | $139,434-71.8% |
| Participation rate | 88.2% | 81.1%+7.2pp | 77.1%+11.1pp | 80.3%+7.9pp |
| Annual return | 2.19% | 531.74%-529.5pp | 405.60%-403.4pp | 372.94%-370.8pp |
| Employer contribution / active EE | $904 | $4,692-80.7% | $4,013-77.5% | $4,751-81.0% |
| Participant deferral / active EE | $1,087 | $6,938-84.3% | $6,221-82.5% | $6,710-83.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |