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 | $71,965 | $176,056-59.1% | $159,436-54.9% | $167,490-57.0% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 8.35% | 331.75%-323.4pp | 263.57%-255.2pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,489 | $5,297-71.9% | $4,829-69.2% | $4,837-69.2% |
| Participant deferral / active EE | $1,736 | $7,750-77.6% | $7,352-76.4% | $6,341-72.6% |
| Admin fee / account holder | $65 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |