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 | $21,736 | $69,207-68.6% | $64,056-66.1% | $139,434-84.4% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 9.57% | 45.88%-36.3pp | 33.69%-24.1pp | 372.94%-363.4pp |
| Employer contribution / active EE | $533 | $3,182-83.3% | $2,747-80.6% | $4,751-88.8% |
| Participant deferral / active EE | $658 | $4,682-85.9% | $3,880-83.0% | $6,710-90.2% |
| Admin fee / account holder | $203 | $4,244-95.2% | $3,068-93.4% | $11,403-98.2% |