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 | $39,419 | $201,272-80.4% | $184,203-78.6% | $145,922-73.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.64% | 29.00%-22.4pp | 28.81%-22.2pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,800 | $7,022-74.4% | $6,427-72.0% | $4,660-61.4% |
| Participant deferral / active EE | $1,800 | $9,806-81.6% | $9,131-80.3% | $6,688-73.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |