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 | $25,875 | $157,256-83.5% | $141,162-81.7% | $152,861-83.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.02% | 64.32%-58.3pp | 71.39%-65.4pp | 345.32%-339.3pp |
| Employer contribution / active EE | $12,962 | $5,261+146.4% | $4,735+173.7% | $4,762+172.2% |
| Participant deferral / active EE | $1,235 | $7,109-82.6% | $6,709-81.6% | $5,850-78.9% |
| Admin fee / account holder | $226 | $12,120-98.1% | $10,261-97.8% | $11,596-98.1% |