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 | $136,016 | $175,202-22.4% | $149,673-9.1% | $139,434-2.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 6.06% | 166.71%-160.6pp | 134.42%-128.4pp | 372.94%-366.9pp |
| Employer contribution / active EE | $1,555 | $5,474-71.6% | $4,818-67.7% | $4,751-67.3% |
| Participant deferral / active EE | $1,863 | $6,519-71.4% | $5,680-67.2% | $6,710-72.2% |
| Admin fee / account holder | $198 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |