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 | $61,784 | $157,256-60.7% | $141,162-56.2% | $152,861-59.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.98% | 64.32%-62.3pp | 71.39%-69.4pp | 345.32%-343.3pp |
| Employer contribution / active EE | $3,022 | $5,261-42.6% | $4,735-36.2% | $4,762-36.5% |
| Participant deferral / active EE | $1,502 | $7,109-78.9% | $6,709-77.6% | $5,850-74.3% |
| Admin fee / account holder | $22 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |