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 | $67,843 | $171,865-60.5% | $149,718-54.7% | $147,584-54.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 2.71% | 2113.22%-2110.5pp | 1501.63%-1498.9pp | 578.55%-575.8pp |
| Employer contribution / active EE | $1,336 | $6,275-78.7% | $5,445-75.5% | $4,876-72.6% |
| Participant deferral / active EE | $1,884 | $7,271-74.1% | $6,569-71.3% | $5,439-65.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |