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 7-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 | $14,717 | $60,892-75.8% | $82,389-82.1% | $84,808-82.6% |
| Participation rate | 70.4% | 63.3%+7.1pp | 69.5%+0.8pp | 68.3%+2.1pp |
| Annual return | 11.80% | 37.29%-25.5pp | 28.67%-16.9pp | 40.90%-29.1pp |
| Employer contribution / active EE | $651 | $1,779-63.4% | $2,517-74.1% | $2,631-75.3% |
| Participant deferral / active EE | $880 | $3,179-72.3% | $4,155-78.8% | $4,212-79.1% |
| Admin fee / account holder | $145 | $5,467-97.4% | $7,231-98.0% | $7,344-98.0% |