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 | $23,746 | $114,381-79.2% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.25% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,878 | $4,015-28.3% | $3,754-23.3% | $4,299-33.0% |
| Participant deferral / active EE | $1,256 | $5,564-77.4% | $5,116-75.5% | $6,507-80.7% |
| Admin fee / account holder | $274 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |