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 | $193,455 | $88,707+118.1% | $74,183+160.8% | $273,961-29.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 0.09% | 11.94%-11.9pp | 17.74%-17.6pp | 41.45%-41.4pp |
| Employer contribution / active EE | $13,040 | $3,159+312.7% | $2,370+450.2% | $4,869+167.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |