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 | $135,948 | $214,378-36.6% | $200,582-32.2% | $142,382-4.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.64% | 46.41%-37.8pp | 42.33%-33.7pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,372 | $6,841-65.3% | $6,419-63.1% | $4,299-44.8% |
| Participant deferral / active EE | $2,661 | $9,865-73.0% | $9,331-71.5% | $6,507-59.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |