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 | $166,873 | $84,233+98.1% | $170,442-2.1% | $70,131+137.9% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 2.73% | 23.06%-20.3pp | 205.93%-203.2pp | 73.14%-70.4pp |
| Employer contribution / active EE | $431 | $3,387-87.3% | $5,433-92.1% | $2,342-81.6% |
| Participant deferral / active EE | $751 | $3,086-75.7% | $4,939-84.8% | $3,332-77.5% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |