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 | $82,540 | $112,096-26.4% | $95,952-14.0% | $158,922-48.1% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 3.08% | 171.09%-168.0pp | 91.61%-88.5pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,033 | $3,198-36.4% | $2,541-20.0% | $4,761-57.3% |
| Participant deferral / active EE | $1,056 | $4,784-77.9% | $4,167-74.6% | $5,982-82.3% |
| Admin fee / account holder | $160 | $10,130-98.4% | $6,795-97.6% | $11,246-98.6% |