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 7-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 | $33,229 | $148,534-77.6% | $135,903-75.5% | $139,434-76.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.46% | 79.19%-76.7pp | 68.23%-65.8pp | 372.94%-370.5pp |
| Employer contribution / active EE | $6,566 | $5,243+25.2% | $4,856+35.2% | $4,751+38.2% |
| Participant deferral / active EE | $1,402 | $8,100-82.7% | $7,758-81.9% | $6,710-79.1% |
| Admin fee / account holder | $117 | $12,400-99.1% | $10,762-98.9% | $11,403-99.0% |