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 | $101,250 | $201,272-49.7% | $184,203-45.0% | $145,922-30.6% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 7.19% | 29.00%-21.8pp | 28.81%-21.6pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,666 | $7,022-76.3% | $6,427-74.1% | $4,660-64.2% |
| Participant deferral / active EE | $1,450 | $9,806-85.2% | $9,131-84.1% | $6,688-78.3% |
| Admin fee / account holder | $300 | $16,364-98.2% | $13,901-97.8% | $13,397-97.8% |