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 | $91,787 | $197,591-53.5% | $177,821-48.4% | $158,922-42.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 5.53% | 58.76%-53.2pp | 48.32%-42.8pp | 302.83%-297.3pp |
| Employer contribution / active EE | $1,947 | $6,697-70.9% | $5,918-67.1% | $4,761-59.1% |
| Participant deferral / active EE | $2,059 | $8,405-75.5% | $7,714-73.3% | $5,982-65.6% |
| Admin fee / account holder | $139 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |