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 | $74,671 | $185,822-59.8% | $169,993-56.1% | $139,434-46.4% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 4.33% | 60.50%-56.2pp | 53.37%-49.0pp | 372.94%-368.6pp |
| Employer contribution / active EE | $1,939 | $7,590-74.4% | $6,785-71.4% | $4,751-59.2% |
| Participant deferral / active EE | $1,677 | $11,622-85.6% | $10,408-83.9% | $6,710-75.0% |
| Admin fee / account holder | $172 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |