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 | $78,523 | $105,181-25.3% | $159,436-50.7% | $85,850-8.5% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 3.29% | 45.07%-41.8pp | 263.57%-260.3pp | 318.53%-315.2pp |
| Employer contribution / active EE | $6,675 | $3,318+101.2% | $4,829+38.2% | $2,565+160.2% |
| Participant deferral / active EE | $1,766 | $5,945-70.3% | $7,352-76.0% | $3,952-55.3% |
| Admin fee / account holder | $116 | $6,933-98.3% | $10,799-98.9% | $6,260-98.1% |