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 | $106,584+17.2% | $101,326+23.3% | $142,382-12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.66% | 36.93%-25.3pp | 36.82%-25.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $6,524 | $3,956+64.9% | $3,665+78.0% | $4,299+51.8% |
| Participant deferral / active EE | $750 | $8,297-91.0% | $7,994-90.6% | $6,507-88.5% |
| Admin fee / account holder | $172 | $11,446-98.5% | $11,185-98.5% | $12,624-98.6% |