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 | $134,989 | $227,553-40.7% | $189,557-28.8% | $167,490-19.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.18% | 78.40%-74.2pp | 64.17%-60.0pp | 478.56%-474.4pp |
| Employer contribution / active EE | $24,521 | $5,316+361.2% | $4,412+455.7% | $4,837+406.9% |
| Participant deferral / active EE | $400 | $7,002-94.3% | $6,174-93.5% | $6,341-93.7% |
| Admin fee / account holder | $50 | $11,878-99.6% | $9,807-99.5% | $12,309-99.6% |