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 | $39,320 | $89,355-56.0% | $141,162-72.1% | $72,985-46.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.66% | 111.85%-97.2pp | 71.39%-56.7pp | 81.00%-66.3pp |
| Employer contribution / active EE | $2,121 | $3,114-31.9% | $4,735-55.2% | $2,440-13.1% |
| Participant deferral / active EE | $2,155 | $5,418-60.2% | $6,709-67.9% | $3,607-40.3% |
| Admin fee / account holder | $218 | $5,958-96.3% | $10,261-97.9% | $5,124-95.7% |