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 | $58,994 | $78,422-24.8% | $95,952-38.5% | $79,858-26.1% |
| Participation rate | 90.5% | 73.5%+17.0pp | 77.1%+13.4pp | 69.6%+20.8pp |
| Annual return | 5.47% | 19.37%-13.9pp | 91.61%-86.1pp | 31.71%-26.2pp |
| Employer contribution / active EE | $3,960 | $1,945+103.6% | $2,541+55.8% | $2,471+60.3% |
| Participant deferral / active EE | $1,029 | $3,440-70.1% | $4,167-75.3% | $3,740-72.5% |
| Admin fee / account holder | $199 | $5,622-96.5% | $6,795-97.1% | $5,306-96.3% |