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 | $25,532 | $87,166-70.7% | $76,735-66.7% | $137,256-81.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 5.65% | 26.50%-20.8pp | 29.77%-24.1pp | 220.34%-214.7pp |
| Employer contribution / active EE | $719 | $2,904-75.3% | $2,454-70.7% | $4,156-82.7% |
| Participant deferral / active EE | $270 | $4,726-94.3% | $4,088-93.4% | $6,407-95.8% |
| Admin fee / account holder | $20 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |