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 | $46,462 | $102,966-54.9% | $90,281-48.5% | $152,861-69.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 5.63% | 95.16%-89.5pp | 78.10%-72.5pp | 345.32%-339.7pp |
| Employer contribution / active EE | $981 | $3,139-68.7% | $2,854-65.6% | $4,762-79.4% |
| Participant deferral / active EE | $490 | $4,281-88.6% | $3,885-87.4% | $5,850-91.6% |
| Admin fee / account holder | $88 | $6,171-98.6% | $5,351-98.4% | $11,596-99.2% |