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 | $13,595 | $69,207-80.4% | $64,056-78.8% | $139,434-90.2% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 5.47% | 45.88%-40.4pp | 33.69%-28.2pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,256 | $3,182-60.5% | $2,747-54.3% | $4,751-73.6% |
| Participant deferral / active EE | $718 | $4,682-84.7% | $3,880-81.5% | $6,710-89.3% |
| Admin fee / account holder | $262 | $4,244-93.8% | $3,068-91.5% | $11,403-97.7% |