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 | $47,831 | $47,8480% | $81,478-41.3% | $70,131-31.8% |
| Participation rate | 96.0% | 58.3%+37.7pp | 68.0%+28.0pp | 69.5%+26.5pp |
| Annual return | 12.99% | 27.25%-14.3pp | 38.78%-25.8pp | 73.14%-60.2pp |
| Employer contribution / active EE | $3,479 | $1,527+127.8% | $2,568+35.5% | $2,342+48.5% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $88 | $3,145-97.2% | $4,561-98.1% | $4,645-98.1% |