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 | $34,835 | $85,202-59.1% | $172,739-79.8% | $72,985-52.3% |
| Participation rate | 90.3% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.8pp |
| Annual return | 6.90% | 27.32%-20.4pp | 802.84%-795.9pp | 81.00%-74.1pp |
| Employer contribution / active EE | $1,694 | $3,324-49.0% | $5,143-67.1% | $2,440-30.6% |
| Participant deferral / active EE | $371 | $3,260-88.6% | $5,198-92.9% | $3,607-89.7% |
| Admin fee / account holder | $146 | $5,884-97.5% | $13,954-99.0% | $5,124-97.2% |