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 | $131,929 | $201,272-34.5% | $184,203-28.4% | $145,922-9.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.86% | 29.00%-24.1pp | 28.81%-23.9pp | 561.29%-556.4pp |
| Employer contribution / active EE | $5,138 | $7,022-26.8% | $6,427-20.1% | $4,660+10.3% |
| Participant deferral / active EE | $2,862 | $9,806-70.8% | $9,131-68.7% | $6,688-57.2% |
| Admin fee / account holder | $33 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |