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 7-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 | $94,685 | $154,228-38.6% | $145,433-34.9% | $137,256-31.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 1.58% | 74.59%-73.0pp | 66.58%-65.0pp | 220.34%-218.8pp |
| Employer contribution / active EE | $1,316 | $4,804-72.6% | $4,554-71.1% | $4,156-68.3% |
| Participant deferral / active EE | $1,904 | $8,216-76.8% | $7,897-75.9% | $6,407-70.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |