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 | $240,556 | $159,901+50.4% | $146,958+63.7% | $145,922+64.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.15% | 98.13%-94.0pp | 418.34%-414.2pp | 561.29%-557.1pp |
| Employer contribution / active EE | $1,106 | $5,286-79.1% | $4,933-77.6% | $4,660-76.3% |
| Participant deferral / active EE | $936 | $8,428-88.9% | $8,070-88.4% | $6,688-86.0% |
| Admin fee / account holder | $114 | $15,044-99.2% | $12,998-99.1% | $13,397-99.2% |