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 | $126,567 | $185,822-31.9% | $169,993-25.5% | $139,434-9.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 8.10% | 60.50%-52.4pp | 53.37%-45.3pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,516 | $7,590-80.0% | $6,785-77.7% | $4,751-68.1% |
| Participant deferral / active EE | $2,265 | $11,622-80.5% | $10,408-78.2% | $6,710-66.2% |
| Admin fee / account holder | $42 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |