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 | $27,500 | $157,256-82.5% | $141,162-80.5% | $152,861-82.0% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 0.48% | 64.32%-63.8pp | 71.39%-70.9pp | 345.32%-344.8pp |
| Employer contribution / active EE | $1,822 | $5,261-65.4% | $4,735-61.5% | $4,762-61.7% |
| Participant deferral / active EE | $1,850 | $7,109-74.0% | $6,709-72.4% | $5,850-68.4% |
| Admin fee / account holder | $36 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |