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 | $35,375 | $209,411-83.1% | $178,490-80.2% | $158,922-77.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.60% | 188.75%-185.2pp | 151.07%-147.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $2,388 | $5,706-58.2% | $5,011-52.4% | $4,761-49.9% |
| Participant deferral / active EE | $1,255 | $5,954-78.9% | $5,202-75.9% | $5,982-79.0% |
| Admin fee / account holder | $161 | $17,074-99.1% | $13,984-98.8% | $11,246-98.6% |