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 | $26,113 | $157,256-83.4% | $141,162-81.5% | $152,861-82.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.97% | 64.32%-54.4pp | 71.39%-61.4pp | 345.32%-335.3pp |
| Employer contribution / active EE | $1,002 | $5,261-80.9% | $4,735-78.8% | $4,762-79.0% |
| Participant deferral / active EE | $1,002 | $7,109-85.9% | $6,709-85.1% | $5,850-82.9% |
| Admin fee / account holder | $173 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |