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 | $33,451 | $157,256-78.7% | $141,162-76.3% | $152,861-78.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.30% | 64.32%-59.0pp | 71.39%-66.1pp | 345.32%-340.0pp |
| Employer contribution / active EE | $9,063 | $5,261+72.3% | $4,735+91.4% | $4,762+90.3% |
| Participant deferral / active EE | $2,315 | $7,109-67.4% | $6,709-65.5% | $5,850-60.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |