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 9-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 | $55,666 | $210,408-73.5% | $153,485-63.7% | $145,922-61.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.91% | 13.37%-5.5pp | 15.65%-7.7pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,170 | $6,048-64.1% | $5,039-56.9% | $4,660-53.4% |
| Participant deferral / active EE | $1,189 | $7,975-85.1% | $6,757-82.4% | $6,688-82.2% |
| Admin fee / account holder | $197 | $19,419-99.0% | $12,724-98.4% | $13,397-98.5% |