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 | $95,266-73.2% | $82,389-69.0% | $142,382-82.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 5.65% | 25.74%-20.1pp | 28.67%-23.0pp | 217.08%-211.4pp |
| Employer contribution / active EE | $719 | $2,991-76.0% | $2,517-71.4% | $4,299-83.3% |
| Participant deferral / active EE | $270 | $4,809-94.4% | $4,155-93.5% | $6,507-95.8% |
| Admin fee / account holder | $20 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |