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 | $23,493 | $108,919-78.4% | $100,391-76.6% | $145,922-83.9% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 9.21% | 57.88%-48.7pp | 49.20%-40.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $881 | $4,419-80.1% | $3,942-77.7% | $4,660-81.1% |
| Participant deferral / active EE | $1,154 | $8,445-86.3% | $8,082-85.7% | $6,688-82.7% |
| Admin fee / account holder | $113 | $9,689-98.8% | $7,899-98.6% | $13,397-99.2% |