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 | $76,178 | $99,341-23.3% | $84,750-10.1% | $273,961-72.2% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 0.44% | 22.93%-22.5pp | 22.78%-22.3pp | 41.45%-41.0pp |
| Employer contribution / active EE | $1,190 | $4,214-71.7% | $3,574-66.7% | $4,869-75.5% |
| Participant deferral / active EE | $966 | $4,269-77.4% | $3,712-74.0% | $5,287-81.7% |
| Admin fee / account holder | $265 | $6,644-96.0% | $5,332-95.0% | $10,132-97.4% |