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 | $159,602-83.4% | $150,045-82.4% | $142,382-81.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 4.71% | 70.24%-65.5pp | 62.55%-57.8pp | 217.08%-212.4pp |
| Employer contribution / active EE | $4,798 | $4,961-3.3% | $4,693+2.2% | $4,299+11.6% |
| Participant deferral / active EE | $1,384 | $8,310-83.3% | $7,997-82.7% | $6,507-78.7% |
| Admin fee / account holder | $50 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |