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 | $28,662 | $107,334-73.3% | $92,893-69.1% | $152,861-81.2% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.4%+2.6pp |
| Annual return | 9.68% | 145.58%-135.9pp | 109.41%-99.7pp | 345.32%-335.6pp |
| Employer contribution / active EE | $5,609 | $4,221+32.9% | $3,653+53.6% | $4,762+17.8% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $253 | $7,079-96.4% | $5,794-95.6% | $11,596-97.8% |