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 | $234,148 | $159,901+46.4% | $146,958+59.3% | $145,922+60.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.51% | 98.13%-95.6pp | 418.34%-415.8pp | 561.29%-558.8pp |
| Employer contribution / active EE | $1,862 | $5,286-64.8% | $4,933-62.3% | $4,660-60.0% |
| Participant deferral / active EE | $1,963 | $8,428-76.7% | $8,070-75.7% | $6,688-70.6% |
| Admin fee / account holder | $46 | $15,044-99.7% | $12,998-99.6% | $13,397-99.7% |