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 | $26,418 | $154,228-82.9% | $145,433-81.8% | $137,256-80.8% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 4.71% | 74.59%-69.9pp | 66.58%-61.9pp | 220.34%-215.6pp |
| Employer contribution / active EE | $4,798 | $4,804-0.1% | $4,554+5.3% | $4,156+15.4% |
| Participant deferral / active EE | $1,384 | $8,216-83.2% | $7,897-82.5% | $6,407-78.4% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |