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 | $58,450 | $118,680-50.7% | $98,907-40.9% | $158,922-63.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 0.10% | 372.35%-372.3pp | 196.43%-196.3pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,581 | $3,333-52.6% | $2,689-41.2% | $4,761-66.8% |
| Participant deferral / active EE | $690 | $5,088-86.4% | $4,244-83.8% | $5,982-88.5% |
| Admin fee / account holder | $6 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |