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 | $45,558 | $78,705-42.1% | $117,854-61.3% | $70,131-35.0% |
| Participation rate | 91.1% | 73.2%+17.9pp | 79.7%+11.4pp | 69.5%+21.6pp |
| Annual return | 2.40% | 23.30%-20.9pp | 335.08%-332.7pp | 73.14%-70.7pp |
| Employer contribution / active EE | $957 | $2,223-56.9% | $3,786-74.7% | $2,342-59.1% |
| Participant deferral / active EE | $745 | $3,297-77.4% | $4,482-83.4% | $3,332-77.6% |
| Admin fee / account holder | $98 | $5,065-98.1% | $8,020-98.8% | $4,645-97.9% |