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 | $154,862 | $226,064-31.5% | $182,532-15.2% | $152,861+1.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 4.76% | 192.51%-187.7pp | 148.54%-143.8pp | 345.32%-340.6pp |
| Employer contribution / active EE | $812 | $4,978-83.7% | $4,076-80.1% | $4,762-82.9% |
| Participant deferral / active EE | $449 | $6,368-93.0% | $5,524-91.9% | $5,850-92.3% |
| Admin fee / account holder | $87 | $10,703-99.2% | $8,592-99.0% | $11,596-99.2% |