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 | $249,649 | $135,952+83.6% | $123,892+101.5% | $273,961-8.9% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 0.17% | 56.63%-56.5pp | 47.52%-47.3pp | 41.45%-41.3pp |
| Employer contribution / active EE | $8,504 | $5,170+64.5% | $4,617+84.2% | $4,869+74.7% |
| Participant deferral / active EE | $139 | $6,343-97.8% | $5,984-97.7% | $5,287-97.4% |
| Admin fee / account holder | $95 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |