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 | $90,141 | $107,934-16.5% | $91,989-2.0% | $152,861-41.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 6.53% | 89.24%-82.7pp | 69.02%-62.5pp | 345.32%-338.8pp |
| Employer contribution / active EE | $4,515 | $4,210+7.2% | $3,452+30.8% | $4,762-5.2% |
| Participant deferral / active EE | $1,400 | $6,364-78.0% | $5,923-76.4% | $5,850-76.1% |
| Admin fee / account holder | $215 | $10,520-98.0% | $7,743-97.2% | $11,596-98.1% |