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 | $152,143 | $117,841+29.1% | $102,423+48.5% | $145,922+4.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 7.40% | 31.65%-24.3pp | 29.32%-21.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,517 | $3,615-58.0% | $3,023-49.8% | $4,660-67.4% |
| Participant deferral / active EE | $1,517 | $5,731-73.5% | $5,053-70.0% | $6,688-77.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |