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 | $111,572 | $185,822-40.0% | $169,993-34.4% | $139,434-20.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 8.07% | 60.50%-52.4pp | 53.37%-45.3pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,472 | $7,590-80.6% | $6,785-78.3% | $4,751-69.0% |
| Participant deferral / active EE | $2,938 | $11,622-74.7% | $10,408-71.8% | $6,710-56.2% |
| Admin fee / account holder | $61 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |