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 | $14,466 | $102,966-86.0% | $90,281-84.0% | $152,861-90.5% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.4%-3.9pp |
| Annual return | 6.02% | 95.16%-89.1pp | 78.10%-72.1pp | 345.32%-339.3pp |
| Employer contribution / active EE | $342 | $3,139-89.1% | $2,854-88.0% | $4,762-92.8% |
| Participant deferral / active EE | $684 | $4,281-84.0% | $3,885-82.4% | $5,850-88.3% |
| Admin fee / account holder | $225 | $6,171-96.4% | $5,351-95.8% | $11,596-98.1% |