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 9-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 | $44,310 | $111,754-60.4% | $103,333-57.1% | $145,922-69.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.41% | 24.77%-20.4pp | 24.88%-20.5pp | 561.29%-556.9pp |
| Employer contribution / active EE | $9,675 | $4,212+129.7% | $3,868+150.1% | $4,660+107.6% |
| Participant deferral / active EE | $525 | $5,619-90.7% | $5,057-89.6% | $6,688-92.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |