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 | $27,459 | $228,332-88.0% | $185,823-85.2% | $158,922-82.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.43% | 40.80%-37.4pp | 35.95%-32.5pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,054 | $4,967-78.8% | $4,087-74.2% | $4,761-77.9% |
| Participant deferral / active EE | $727 | $6,415-88.7% | $5,632-87.1% | $5,982-87.9% |
| Admin fee / account holder | $36 | $11,864-99.7% | $9,500-99.6% | $11,246-99.7% |