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 | $187,840 | $105,859+77.4% | $90,160+108.3% | $147,584+27.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.92% | 37.63%-28.7pp | 34.88%-26.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,882 | $4,126-30.2% | $3,318-13.2% | $4,876-40.9% |
| Participant deferral / active EE | $800 | $5,733-86.0% | $5,288-84.9% | $5,439-85.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |