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 | $84,198 | $78,705+7.0% | $117,854-28.6% | $70,131+20.1% |
| Participation rate | 74.2% | 73.2%+1.0pp | 79.7%-5.5pp | 69.5%+4.7pp |
| Annual return | 11.58% | 23.30%-11.7pp | 335.08%-323.5pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,320 | $3,297-60.0% | $4,482-70.5% | $3,332-60.4% |
| Admin fee / account holder | $124 | $5,065-97.5% | $8,020-98.5% | $4,645-97.3% |