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 9-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 | $38,587 | $89,355-56.8% | $141,162-72.7% | $72,985-47.1% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.5%+12.7pp | 69.5%+25.6pp |
| Annual return | 17.13% | 111.85%-94.7pp | 71.39%-54.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $5,081 | $3,114+63.1% | $4,735+7.3% | $2,440+108.2% |
| Participant deferral / active EE | $2,052 | $5,418-62.1% | $6,709-69.4% | $3,607-43.1% |
| Admin fee / account holder | $248 | $5,958-95.8% | $10,261-97.6% | $5,124-95.2% |