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 | $30,344 | $185,822-83.7% | $169,993-82.2% | $139,434-78.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 2.43% | 60.50%-58.1pp | 53.37%-50.9pp | 372.94%-370.5pp |
| Employer contribution / active EE | $9,851 | $7,590+29.8% | $6,785+45.2% | $4,751+107.4% |
| Participant deferral / active EE | $672 | $11,622-94.2% | $10,408-93.5% | $6,710-90.0% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |