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 6-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 | $36,678 | $124,185-70.5% | $108,410-66.2% | $167,490-78.1% |
| Participation rate | 83.3% | 82.3%+1.1pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 7.59% | 1379.64%-1372.1pp | 905.27%-897.7pp | 478.56%-471.0pp |
| Employer contribution / active EE | $15,246 | $4,187+264.2% | $3,558+328.5% | $4,837+215.2% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $119 | $9,455-98.7% | $7,295-98.4% | $12,309-99.0% |