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 | $76,546 | $127,065-39.8% | $113,168-32.4% | $142,382-46.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.04% | 24.03%-14.0pp | 24.27%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $832 | $3,442-75.8% | $2,975-72.0% | $4,299-80.6% |
| Participant deferral / active EE | $1,456 | $5,716-74.5% | $5,107-71.5% | $6,507-77.6% |
| Admin fee / account holder | $244 | $15,736-98.4% | $12,068-98.0% | $12,624-98.1% |