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 | $24,183 | $107,334-77.5% | $92,893-74.0% | $152,861-84.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 10.48% | 145.58%-135.1pp | 109.41%-98.9pp | 345.32%-334.8pp |
| Employer contribution / active EE | $799 | $4,221-81.1% | $3,653-78.1% | $4,762-83.2% |
| Participant deferral / active EE | $1,090 | $4,845-77.5% | $4,236-74.3% | $5,850-81.4% |
| Admin fee / account holder | $210 | $7,079-97.0% | $5,794-96.4% | $11,596-98.2% |