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 | $44,823 | $160,055-72.0% | $140,016-68.0% | $135,375-66.9% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -9.93% | 911.38%-921.3pp | 651.12%-661.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $7,110 | $6,420+10.7% | $5,606+26.8% | $4,779+48.8% |
| Participant deferral / active EE | $1,251 | $7,642-83.6% | $6,927-81.9% | $5,609-77.7% |
| Admin fee / account holder | $32 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |