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 | $45,313 | $201,272-77.5% | $184,203-75.4% | $145,922-68.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.57% | 29.00%-22.4pp | 28.81%-22.2pp | 561.29%-554.7pp |
| Employer contribution / active EE | $13,925 | $7,022+98.3% | $6,427+116.7% | $4,660+198.8% |
| Participant deferral / active EE | $834 | $9,806-91.5% | $9,131-90.9% | $6,688-87.5% |
| Admin fee / account holder | $135 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |