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 | $147,238 | $185,822-20.8% | $169,993-13.4% | $139,434+5.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.35% | 60.50%-50.2pp | 53.37%-43.0pp | 372.94%-362.6pp |
| Employer contribution / active EE | $4,611 | $7,590-39.3% | $6,785-32.0% | $4,751-2.9% |
| Participant deferral / active EE | $2,608 | $11,622-77.6% | $10,408-74.9% | $6,710-61.1% |
| Admin fee / account holder | $131 | $15,381-99.1% | $12,815-99.0% | $11,403-98.8% |