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 | $38,286 | $109,359-65.0% | $162,163-76.4% | $72,985-47.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 2.31% | 25.46%-23.2pp | 115.59%-113.3pp | 81.00%-78.7pp |
| Employer contribution / active EE | $1,572 | $3,907-59.8% | $5,614-72.0% | $2,440-35.6% |
| Participant deferral / active EE | $996 | $5,481-81.8% | $7,298-86.4% | $3,607-72.4% |
| Admin fee / account holder | $222 | $7,972-97.2% | $10,843-97.9% | $5,124-95.7% |