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 | $46,529 | $117,983-60.6% | $101,794-54.3% | $142,382-67.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.31% | 36.92%-28.6pp | 30.53%-22.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $546 | $2,773-80.3% | $2,289-76.1% | $4,299-87.3% |
| Participant deferral / active EE | $859 | $4,714-81.8% | $4,084-79.0% | $6,507-86.8% |
| Admin fee / account holder | $8 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |