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 6-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 | $29,041 | $85,022-65.8% | $70,515-58.8% | $139,434-79.2% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 7.85% | 30.38%-22.5pp | 32.77%-24.9pp | 372.94%-365.1pp |
| Employer contribution / active EE | $597 | $3,909-84.7% | $2,973-79.9% | $4,751-87.4% |
| Participant deferral / active EE | $636 | $5,890-89.2% | $4,567-86.1% | $6,710-90.5% |
| Admin fee / account holder | $20 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |