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 | $78,534 | $157,256-50.1% | $141,162-44.4% | $152,861-48.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 9.85% | 64.32%-54.5pp | 71.39%-61.5pp | 345.32%-335.5pp |
| Employer contribution / active EE | $1,411 | $5,261-73.2% | $4,735-70.2% | $4,762-70.4% |
| Participant deferral / active EE | $1,411 | $7,109-80.2% | $6,709-79.0% | $5,850-75.9% |
| Admin fee / account holder | $241 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |