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 | $40,270 | $171,865-76.6% | $149,718-73.1% | $147,584-72.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 9.01% | 2113.22%-2104.2pp | 1501.63%-1492.6pp | 578.55%-569.5pp |
| Employer contribution / active EE | $3,711 | $6,275-40.9% | $5,445-31.8% | $4,876-23.9% |
| Participant deferral / active EE | $1,668 | $7,271-77.1% | $6,569-74.6% | $5,439-69.3% |
| Admin fee / account holder | $44 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |