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 | $52,193 | $74,927-30.3% | $101,794-48.7% | $84,808-38.5% |
| Participation rate | 85.2% | 61.4%+23.8pp | 69.2%+16.0pp | 68.3%+16.9pp |
| Annual return | 11.75% | 18.70%-6.9pp | 30.53%-18.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,591 | $1,522+70.2% | $2,289+13.2% | $2,631-1.5% |
| Participant deferral / active EE | $1,045 | $3,099-66.3% | $4,084-74.4% | $4,212-75.2% |
| Admin fee / account holder | $121 | $6,514-98.1% | $8,777-98.6% | $7,344-98.3% |