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 | $33,060 | $157,256-79.0% | $141,162-76.6% | $152,861-78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.43% | 64.32%-50.9pp | 71.39%-58.0pp | 345.32%-331.9pp |
| Employer contribution / active EE | $4,132 | $5,261-21.5% | $4,735-12.7% | $4,762-13.2% |
| Participant deferral / active EE | $1,371 | $7,109-80.7% | $6,709-79.6% | $5,850-76.6% |
| Admin fee / account holder | $195 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |