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 | $109,820 | $185,822-40.9% | $169,993-35.4% | $139,434-21.2% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 10.06% | 60.50%-50.4pp | 53.37%-43.3pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,035 | $7,590-73.2% | $6,785-70.0% | $4,751-57.2% |
| Participant deferral / active EE | $2,768 | $11,622-76.2% | $10,408-73.4% | $6,710-58.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |