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 | $38,544 | $109,817-64.9% | $98,442-60.8% | $167,490-77.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.45% | 1956.69%-1952.2pp | 1492.73%-1488.3pp | 478.56%-474.1pp |
| Employer contribution / active EE | $3,123 | $3,224-3.1% | $2,960+5.5% | $4,837-35.4% |
| Participant deferral / active EE | $173 | $4,673-96.3% | $4,276-95.9% | $6,341-97.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |