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 3-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 | $24,925 | $148,534-83.2% | $135,903-81.7% | $139,434-82.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 6.36% | 79.19%-72.8pp | 68.23%-61.9pp | 372.94%-366.6pp |
| Employer contribution / active EE | $10,791 | $5,243+105.8% | $4,856+122.2% | $4,751+127.1% |
| Participant deferral / active EE | $583 | $8,100-92.8% | $7,758-92.5% | $6,710-91.3% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |