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 | $29,237 | $124,319-76.5% | $111,297-73.7% | $167,490-82.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.43% | 37.44%-30.0pp | 54.65%-47.2pp | 478.56%-471.1pp |
| Employer contribution / active EE | $940 | $3,435-72.7% | $2,731-65.6% | $4,837-80.6% |
| Participant deferral / active EE | $1,475 | $5,180-71.5% | $4,487-67.1% | $6,341-76.7% |
| Admin fee / account holder | $140 | $10,618-98.7% | $7,964-98.2% | $12,309-98.9% |