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 7-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 | $52,816 | $197,591-73.3% | $177,821-70.3% | $158,922-66.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.55% | 58.76%-56.2pp | 48.32%-45.8pp | 302.83%-300.3pp |
| Employer contribution / active EE | $3,315 | $6,697-50.5% | $5,918-44.0% | $4,761-30.4% |
| Participant deferral / active EE | $1,059 | $8,405-87.4% | $7,714-86.3% | $5,982-82.3% |
| Admin fee / account holder | $160 | $15,399-99.0% | $12,427-98.7% | $11,246-98.6% |