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 | $25,823 | $85,766-69.9% | $136,294-81.1% | $70,131-63.2% |
| Participation rate | 74.4% | 74.2%+0.3pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 13.54% | 31.45%-17.9pp | 5155.94%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,089 | $2,966-63.3% | $4,695-76.8% | $2,342-53.5% |
| Participant deferral / active EE | $1,714 | $5,051-66.1% | $6,247-72.6% | $3,332-48.6% |
| Admin fee / account holder | $249 | $5,420-95.4% | $9,243-97.3% | $4,645-94.6% |