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 | $17,602 | $159,934-89.0% | $147,005-88.0% | $145,959-87.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.92% | 98.24%-91.3pp | 418.76%-411.8pp | 561.95%-555.0pp |
| Employer contribution / active EE | $1,303 | $5,287-75.4% | $4,934-73.6% | $4,661-72.1% |
| Participant deferral / active EE | $1,054 | $8,427-87.5% | $8,070-86.9% | $6,689-84.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |