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 | $63,795 | $209,411-69.5% | $178,490-64.3% | $158,922-59.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.60% | 188.75%-186.2pp | 151.07%-148.5pp | 302.83%-300.2pp |
| Employer contribution / active EE | $1,712 | $5,706-70.0% | $5,011-65.8% | $4,761-64.1% |
| Participant deferral / active EE | $1,176 | $5,954-80.3% | $5,202-77.4% | $5,982-80.3% |
| Admin fee / account holder | $196 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |