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 | $34,152 | $94,625-63.9% | $116,228-70.6% | $84,808-59.7% |
| Participation rate | 70.8% | 70.4%+0.3pp | 74.6%-3.8pp | 68.3%+2.5pp |
| Annual return | 11.41% | 20.40%-9.0pp | 90.06%-78.6pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,333 | $2,347-0.6% | $2,994-22.1% | $2,631-11.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $295 | $10,091-97.1% | $11,989-97.5% | $7,344-96.0% |