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 | $143,204 | $217,402-34.1% | $185,823-22.9% | $167,490-14.5% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 8.58% | 148.36%-139.8pp | 122.05%-113.5pp | 478.56%-470.0pp |
| Employer contribution / active EE | $7,480 | $5,873+27.4% | $5,167+44.8% | $4,837+54.6% |
| Participant deferral / active EE | $969 | $6,356-84.7% | $5,568-82.6% | $6,341-84.7% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |