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 | $54,165 | $209,411-74.1% | $178,490-69.7% | $158,922-65.9% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 1.76% | 188.75%-187.0pp | 151.07%-149.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $2,209 | $5,706-61.3% | $5,011-55.9% | $4,761-53.6% |
| Participant deferral / active EE | $639 | $5,954-89.3% | $5,202-87.7% | $5,982-89.3% |
| Admin fee / account holder | $8 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |