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 6-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 | $31,332 | $72,012-56.5% | $185,823-83.1% | $79,858-60.8% |
| Participation rate | 85.7% | 65.8%+20.0pp | 78.0%+7.7pp | 69.6%+16.1pp |
| Annual return | 1.62% | 23.12%-21.5pp | 35.95%-34.3pp | 31.71%-30.1pp |
| Employer contribution / active EE | $1,512 | $1,965-23.0% | $4,087-63.0% | $2,471-38.8% |
| Participant deferral / active EE | $944 | $3,779-75.0% | $5,632-83.2% | $3,740-74.8% |
| Admin fee / account holder | $118 | $4,513-97.4% | $9,500-98.8% | $5,306-97.8% |