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 | $121,535 | $118,450+2.6% | $98,439+23.5% | $139,434-12.8% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 7.26% | 18.94%-11.7pp | 21.16%-13.9pp | 372.94%-365.7pp |
| Employer contribution / active EE | $1,006 | $3,609-72.1% | $3,048-67.0% | $4,751-78.8% |
| Participant deferral / active EE | $1,006 | $5,392-81.3% | $4,738-78.8% | $6,710-85.0% |
| Admin fee / account holder | $7 | $14,026-100.0% | $8,948-99.9% | $11,403-99.9% |