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 | $55,248 | $114,381-51.7% | $107,525-48.6% | $142,382-61.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.32% | 242.71%-235.4pp | 181.32%-174.0pp | 217.08%-209.8pp |
| Employer contribution / active EE | $4,872 | $4,015+21.3% | $3,754+29.8% | $4,299+13.3% |
| Participant deferral / active EE | $101 | $5,564-98.2% | $5,116-98.0% | $6,507-98.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |