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 5-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 | $69,536 | $172,111-59.6% | $150,298-53.7% | $137,256-49.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 9.94% | 69.37%-59.4pp | 62.79%-52.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,060 | $4,636-77.1% | $4,154-74.5% | $4,156-74.5% |
| Participant deferral / active EE | $455 | $6,166-92.6% | $5,453-91.7% | $6,407-92.9% |
| Admin fee / account holder | $124 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |