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 7-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 | $13,504 | $111,754-87.9% | $103,333-86.9% | $145,922-90.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 6.73% | 24.77%-18.0pp | 24.88%-18.2pp | 561.29%-554.6pp |
| Employer contribution / active EE | $2,290 | $4,212-45.6% | $3,868-40.8% | $4,660-50.9% |
| Participant deferral / active EE | $789 | $5,619-86.0% | $5,057-84.4% | $6,688-88.2% |
| Admin fee / account holder | $106 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |