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 | $30,634 | $175,202-82.5% | $149,673-79.5% | $139,434-78.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 9.13% | 166.71%-157.6pp | 134.42%-125.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $3,835 | $5,474-30.0% | $4,818-20.4% | $4,751-19.3% |
| Participant deferral / active EE | $1,603 | $6,519-75.4% | $5,680-71.8% | $6,710-76.1% |
| Admin fee / account holder | $86 | $16,150-99.5% | $13,210-99.3% | $11,403-99.2% |