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 | $24,570 | $60,349-59.3% | $74,183-66.9% | $62,891-60.9% |
| Participation rate | 79.3% | 72.7%+6.6pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 1.96% | 21.37%-19.4pp | 17.74%-15.8pp | 20.14%-18.2pp |
| Employer contribution / active EE | $513 | $1,680-69.5% | $2,370-78.4% | $2,281-77.5% |
| Participant deferral / active EE | $1,208 | $2,856-57.7% | $3,550-66.0% | $3,203-62.3% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |