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 | $166,901 | $176,056-5.2% | $159,436+4.7% | $167,490-0.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.77% | 331.75%-322.0pp | 263.57%-253.8pp | 478.56%-468.8pp |
| Employer contribution / active EE | $9,295 | $5,297+75.5% | $4,829+92.5% | $4,837+92.1% |
| Participant deferral / active EE | $962 | $7,750-87.6% | $7,352-86.9% | $6,341-84.8% |
| Admin fee / account holder | $52 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |