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 | $93,987 | $138,044-31.9% | $125,339-25.0% | $134,475-30.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.23% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $9,030 | $5,243+72.2% | $4,814+87.6% | $4,740+90.5% |
| Participant deferral / active EE | $2,427 | $7,799-68.9% | $7,446-67.4% | $6,400-62.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |