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 | $26,820 | $159,602-83.2% | $150,045-82.1% | $142,382-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.02% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,297 | $4,961-73.9% | $4,693-72.4% | $4,299-69.8% |
| Participant deferral / active EE | $2,054 | $8,310-75.3% | $7,997-74.3% | $6,507-68.4% |
| Admin fee / account holder | $234 | $14,846-98.4% | $13,435-98.3% | $12,624-98.1% |