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 5-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 | $30,366 | $168,632-82.0% | $147,614-79.4% | $125,391-75.8% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -5.44% | 77.65%-83.1pp | 61.98%-67.4pp | 282.22%-287.7pp |
| Employer contribution / active EE | $5,986 | $6,252-4.3% | $5,564+7.6% | $4,866+23.0% |
| Participant deferral / active EE | $1,583 | $5,507-71.2% | $4,895-67.7% | $5,352-70.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |