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 8-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 | $55,080 | $214,378-74.3% | $200,582-72.5% | $142,382-61.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 8.54% | 46.41%-37.9pp | 42.33%-33.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,666 | $6,841-75.6% | $6,419-74.0% | $4,299-61.2% |
| Participant deferral / active EE | $1,911 | $9,865-80.6% | $9,331-79.5% | $6,507-70.6% |
| Admin fee / account holder | $209 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |