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 7-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 | $65,804 | $124,281-47.1% | $109,143-39.7% | $167,490-60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 2.90% | 26.04%-23.1pp | 25.75%-22.9pp | 478.56%-475.7pp |
| Employer contribution / active EE | $1,078 | $4,207-74.4% | $3,722-71.0% | $4,837-77.7% |
| Participant deferral / active EE | $533 | $5,255-89.9% | $4,653-88.5% | $6,341-91.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |