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 | $37,953 | $201,272-81.1% | $184,203-79.4% | $145,922-74.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.76% | 29.00%-25.2pp | 28.81%-25.1pp | 561.29%-557.5pp |
| Employer contribution / active EE | $10,319 | $7,022+47.0% | $6,427+60.6% | $4,660+121.5% |
| Participant deferral / active EE | $2,675 | $9,806-72.7% | $9,131-70.7% | $6,688-60.0% |
| Admin fee / account holder | $37 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |