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 | $67,545 | $148,534-54.5% | $135,903-50.3% | $139,434-51.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.83% | 79.19%-78.4pp | 68.23%-67.4pp | 372.94%-372.1pp |
| Employer contribution / active EE | $28,950 | $5,243+452.2% | $4,856+496.2% | $4,751+509.4% |
| Participant deferral / active EE | $931 | $8,100-88.5% | $7,758-88.0% | $6,710-86.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |