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 | $69,572 | $100,970-31.1% | $96,576-28.0% | $137,256-49.3% |
| Participation rate | 94.1% | 82.6%+11.5pp | 81.4%+12.7pp | 80.0%+14.2pp |
| Annual return | 7.17% | 38.16%-31.0pp | 38.47%-31.3pp | 220.34%-213.2pp |
| Employer contribution / active EE | $100 | $3,809-97.4% | $3,553-97.2% | $4,156-97.6% |
| Participant deferral / active EE | $1,891 | $8,286-77.2% | $7,956-76.2% | $6,407-70.5% |
| Admin fee / account holder | $102 | $11,312-99.1% | $11,381-99.1% | $12,270-99.2% |