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 | $71,805 | $96,484-25.6% | $75,886-5.4% | $152,861-53.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.4%+9.9pp |
| Annual return | 4.32% | 33.98%-29.7pp | 30.76%-26.4pp | 345.32%-341.0pp |
| Employer contribution / active EE | $507 | $3,309-84.7% | $2,500-79.7% | $4,762-89.4% |
| Participant deferral / active EE | $505 | $4,553-88.9% | $3,603-86.0% | $5,850-91.4% |
| Admin fee / account holder | $62 | $8,078-99.2% | $5,418-98.9% | $11,596-99.5% |