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 | $59,120 | $150,440-60.7% | $136,294-56.6% | $147,584-59.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 5.96% | 1049.08%-1043.1pp | 5155.94%-5150.0pp | 578.55%-572.6pp |
| Employer contribution / active EE | $24,314 | $5,256+362.6% | $4,695+417.8% | $4,876+398.6% |
| Participant deferral / active EE | $1,050 | $6,630-84.2% | $6,247-83.2% | $5,439-80.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |