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 | $144,953 | $99,341+45.9% | $84,750+71.0% | $273,961-47.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.39% | 22.93%-21.5pp | 22.78%-21.4pp | 41.45%-40.1pp |
| Employer contribution / active EE | $3,970 | $4,214-5.8% | $3,574+11.1% | $4,869-18.5% |
| Participant deferral / active EE | $650 | $4,269-84.8% | $3,712-82.5% | $5,287-87.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |