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 | $49,113 | $125,758-60.9% | $169,993-71.1% | $75,163-34.7% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 11.49% | 27.20%-15.7pp | 53.37%-41.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,628 | $4,615-64.7% | $6,785-76.0% | $2,670-39.0% |
| Participant deferral / active EE | $2,132 | $6,837-68.8% | $10,408-79.5% | $4,125-48.3% |
| Admin fee / account holder | $82 | $8,173-99.0% | $12,815-99.4% | $5,651-98.5% |