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 | $200,531 | $111,724+79.5% | $93,606+114.2% | $145,922+37.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.55% | 202.98%-202.4pp | 133.20%-132.6pp | 561.29%-560.7pp |
| Employer contribution / active EE | $732 | $3,090-76.3% | $2,420-69.7% | $4,660-84.3% |
| Participant deferral / active EE | $915 | $4,912-81.4% | $4,411-79.3% | $6,688-86.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |