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 | $24,998 | $150,440-83.4% | $136,294-81.7% | $147,584-83.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 4.37% | 1049.08%-1044.7pp | 5155.94%-5151.6pp | 578.55%-574.2pp |
| Employer contribution / active EE | $20,324 | $5,256+286.7% | $4,695+332.8% | $4,876+316.8% |
| Participant deferral / active EE | $1,163 | $6,630-82.5% | $6,247-81.4% | $5,439-78.6% |
| Admin fee / account holder | $62 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |