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 | $41,442 | $99,020-58.1% | $86,590-52.1% | $147,584-71.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.74% | 1312.34%-1306.6pp | 964.84%-959.1pp | 578.55%-572.8pp |
| Employer contribution / active EE | $2,063 | $3,132-34.1% | $2,839-27.3% | $4,876-57.7% |
| Participant deferral / active EE | $217 | $3,972-94.5% | $3,609-94.0% | $5,439-96.0% |
| Admin fee / account holder | $134 | $5,710-97.7% | $4,906-97.3% | $10,885-98.8% |