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 | $35,091 | $198,466-82.3% | $170,442-79.4% | $147,584-76.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.01% | 257.29%-251.3pp | 205.93%-199.9pp | 578.55%-572.5pp |
| Employer contribution / active EE | $3,272 | $6,184-47.1% | $5,433-39.8% | $4,876-32.9% |
| Participant deferral / active EE | $285 | $5,629-94.9% | $4,939-94.2% | $5,439-94.8% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |