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 | $28,083 | $60,349-53.5% | $74,183-62.1% | $62,891-55.3% |
| Participation rate | 84.6% | 72.7%+11.9pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 4.65% | 21.37%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $459 | $1,680-72.7% | $2,370-80.6% | $2,281-79.9% |
| Participant deferral / active EE | $742 | $2,856-74.0% | $3,550-79.1% | $3,203-76.8% |
| Admin fee / account holder | $261 | $4,261-93.9% | $5,586-95.3% | $4,296-93.9% |