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 | $89,603 | $201,272-55.5% | $184,203-51.4% | $145,922-38.6% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 8.55% | 29.00%-20.5pp | 28.81%-20.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,286 | $7,022-67.4% | $6,427-64.4% | $4,660-50.9% |
| Participant deferral / active EE | $2,513 | $9,806-74.4% | $9,131-72.5% | $6,688-62.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |