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 | $32,310 | $54,541-40.8% | $78,778-59.0% | $70,131-53.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 6.04% | 21.07%-15.0pp | 35.62%-29.6pp | 73.14%-67.1pp |
| Employer contribution / active EE | $204 | $1,089-81.3% | $1,986-89.7% | $2,342-91.3% |
| Participant deferral / active EE | $102 | $2,210-95.4% | $2,958-96.6% | $3,332-96.9% |
| Admin fee / account holder | $200 | $3,709-94.6% | $5,134-96.1% | $4,645-95.7% |