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 | $139,439 | $140,588-0.8% | $123,104+13.3% | $125,391+11.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -9.60% | 16.80%-26.4pp | 13.22%-22.8pp | 282.22%-291.8pp |
| Employer contribution / active EE | $6,250 | $6,041+3.5% | $5,151+21.3% | $4,866+28.4% |
| Participant deferral / active EE | $1,825 | $6,980-73.9% | $6,230-70.7% | $5,352-65.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |