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 9-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 | $22,951 | $157,256-85.4% | $141,162-83.7% | $152,861-85.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 7.36% | 64.32%-57.0pp | 71.39%-64.0pp | 345.32%-338.0pp |
| Employer contribution / active EE | $6,479 | $5,261+23.2% | $4,735+36.8% | $4,762+36.0% |
| Participant deferral / active EE | $731 | $7,109-89.7% | $6,709-89.1% | $5,850-87.5% |
| Admin fee / account holder | $170 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |