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 | $5,460 | $29,660-81.6% | $56,411-90.3% | $80,856-93.2% |
| Participation rate | 92.6% | 41.6%+50.9pp | 52.5%+40.1pp | 67.6%+25.0pp |
| Annual return | 9.68% | 35.23%-25.5pp | 1701.33%-1691.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $407 | $669-39.2% | $1,039-60.8% | $2,755-85.2% |
| Participant deferral / active EE | $186 | $1,226-84.8% | $1,952-90.5% | $4,296-95.7% |
| Admin fee / account holder | $151 | $2,428-93.8% | $2,829-94.7% | $6,918-97.8% |