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 | $58,974 | $150,440-60.8% | $136,294-56.7% | $147,584-60.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.25% | 1049.08%-1038.8pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $2,221 | $5,256-57.7% | $4,695-52.7% | $4,876-54.4% |
| Participant deferral / active EE | $1,829 | $6,630-72.4% | $6,247-70.7% | $5,439-66.4% |
| Admin fee / account holder | $155 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |