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 | $54,592 | $138,347-60.5% | $184,203-70.4% | $80,856-32.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 8.07% | 20.02%-11.9pp | 28.81%-20.7pp | 35.59%-27.5pp |
| Employer contribution / active EE | $2,884 | $4,850-40.5% | $6,427-55.1% | $2,755+4.7% |
| Participant deferral / active EE | $1,819 | $7,071-74.3% | $9,131-80.1% | $4,296-57.7% |
| Admin fee / account holder | $57 | $10,483-99.5% | $13,901-99.6% | $6,918-99.2% |