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 | $36,307 | $175,202-79.3% | $149,673-75.7% | $139,434-74.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.41% | 166.71%-158.3pp | 134.42%-126.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,109 | $5,474-79.7% | $4,818-77.0% | $4,751-76.6% |
| Participant deferral / active EE | $1,786 | $6,519-72.6% | $5,680-68.5% | $6,710-73.4% |
| Admin fee / account holder | $294 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |