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 | $124,914 | $100,970+23.7% | $96,576+29.3% | $137,256-9.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.66% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $6,524 | $3,809+71.3% | $3,553+83.6% | $4,156+57.0% |
| Participant deferral / active EE | $750 | $8,286-90.9% | $7,956-90.6% | $6,407-88.3% |
| Admin fee / account holder | $172 | $11,312-98.5% | $11,381-98.5% | $12,270-98.6% |