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 | $88,141 | $152,587-42.2% | $125,175-29.6% | $152,861-42.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.74% | 54.84%-46.1pp | 43.79%-35.0pp | 345.32%-336.6pp |
| Employer contribution / active EE | $2,480 | $4,946-49.9% | $3,865-35.8% | $4,762-47.9% |
| Participant deferral / active EE | $1,060 | $5,868-81.9% | $4,937-78.5% | $5,850-81.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |