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 | $35,661 | $214,378-83.4% | $200,582-82.2% | $142,382-75.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.59% | 46.41%-34.8pp | 42.33%-30.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,667 | $6,841-61.0% | $6,419-58.5% | $4,299-38.0% |
| Participant deferral / active EE | $1,896 | $9,865-80.8% | $9,331-79.7% | $6,507-70.9% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |