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 | $38,154 | $159,602-76.1% | $150,045-74.6% | $142,382-73.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.42% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,736 | $4,961-44.8% | $4,693-41.7% | $4,299-36.4% |
| Participant deferral / active EE | $2,297 | $8,310-72.4% | $7,997-71.3% | $6,507-64.7% |
| Admin fee / account holder | $154 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |