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 | $82,140 | $103,376-20.5% | $87,100-5.7% | $152,861-46.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 7.46% | 28.10%-20.6pp | 28.19%-20.7pp | 345.32%-337.9pp |
| Employer contribution / active EE | $2,429 | $3,220-24.6% | $2,521-3.7% | $4,762-49.0% |
| Participant deferral / active EE | $628 | $4,778-86.9% | $4,049-84.5% | $5,850-89.3% |
| Admin fee / account holder | $285 | $12,205-97.7% | $7,497-96.2% | $11,596-97.5% |