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 | $17,264 | $45,035-61.7% | $62,995-72.6% | $70,131-75.4% |
| Participation rate | 96.4% | 69.5%+26.9pp | 74.8%+21.6pp | 69.5%+26.9pp |
| Annual return | 11.23% | 18.76%-7.5pp | 87.57%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,584 | $2,051-22.8% | $2,759-42.6% | $2,342-32.4% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $289 | $2,834-89.8% | $3,600-92.0% | $4,645-93.8% |