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 | $17,734 | $124,281-85.7% | $109,143-83.8% | $167,490-89.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 0.31% | 26.04%-25.7pp | 25.75%-25.4pp | 478.56%-478.2pp |
| Employer contribution / active EE | $3,571 | $4,207-15.1% | $3,722-4.0% | $4,837-26.2% |
| Participant deferral / active EE | $396 | $5,255-92.5% | $4,653-91.5% | $6,341-93.7% |
| Admin fee / account holder | $16 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |