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 | $94,374 | $209,832-55.0% | $189,513-50.2% | $167,490-43.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.79% | 748.27%-740.5pp | 555.15%-547.4pp | 478.56%-470.8pp |
| Employer contribution / active EE | $3,153 | $6,914-54.4% | $6,162-48.8% | $4,837-34.8% |
| Participant deferral / active EE | $3,153 | $8,935-64.7% | $8,221-61.6% | $6,341-50.3% |
| Admin fee / account holder | $58 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |