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 | $61,675 | $209,832-70.6% | $189,513-67.5% | $167,490-63.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 1.01% | 748.27%-747.3pp | 555.15%-554.1pp | 478.56%-477.5pp |
| Employer contribution / active EE | $2,329 | $6,914-66.3% | $6,162-62.2% | $4,837-51.9% |
| Participant deferral / active EE | $1,211 | $8,935-86.4% | $8,221-85.3% | $6,341-80.9% |
| Admin fee / account holder | $79 | $14,293-99.4% | $12,045-99.3% | $12,309-99.4% |