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 | $24,459 | $210,698-88.4% | $178,014-86.3% | $145,959-83.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.66% | 386.27%-381.6pp | 294.80%-290.1pp | 561.95%-557.3pp |
| Employer contribution / active EE | $3,096 | $4,567-32.2% | $3,950-21.6% | $4,661-33.6% |
| Participant deferral / active EE | $132 | $6,958-98.1% | $6,276-97.9% | $6,689-98.0% |
| Admin fee / account holder | $53 | $12,016-99.6% | $10,362-99.5% | $13,398-99.6% |