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 | $37,728 | $197,591-80.9% | $177,821-78.8% | $158,922-76.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.74% | 58.76%-52.0pp | 48.32%-41.6pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,452 | $6,697-78.3% | $5,918-75.5% | $4,761-69.5% |
| Participant deferral / active EE | $1,483 | $8,405-82.4% | $7,714-80.8% | $5,982-75.2% |
| Admin fee / account holder | $154 | $15,399-99.0% | $12,427-98.8% | $11,246-98.6% |