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 9-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 | $4,657 | $72,071-93.5% | $68,368-93.2% | $137,256-96.6% |
| Participation rate | 77.3% | 76.2%+1.0pp | 73.8%+3.5pp | 80.0%-2.7pp |
| Annual return | 11.41% | 353.14%-341.7pp | 292.57%-281.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,453 | $2,788-47.9% | $2,649-45.1% | $4,156-65.0% |
| Participant deferral / active EE | $146 | $4,410-96.7% | $4,123-96.4% | $6,407-97.7% |
| Admin fee / account holder | $102 | $5,336-98.1% | $5,150-98.0% | $12,270-99.2% |