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 | $43,321 | $214,378-79.8% | $200,582-78.4% | $142,382-69.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 10.32% | 46.41%-36.1pp | 42.33%-32.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,659 | $6,841-61.1% | $6,419-58.6% | $4,299-38.2% |
| Participant deferral / active EE | $1,870 | $9,865-81.0% | $9,331-80.0% | $6,507-71.3% |
| Admin fee / account holder | $16 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |