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 | $136,927 | $201,272-32.0% | $184,203-25.7% | $145,922-6.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 4.40% | 29.00%-24.6pp | 28.81%-24.4pp | 561.29%-556.9pp |
| Employer contribution / active EE | $1,479 | $7,022-78.9% | $6,427-77.0% | $4,660-68.3% |
| Participant deferral / active EE | $2,113 | $9,806-78.4% | $9,131-76.9% | $6,688-68.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |