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 | $40,315 | $109,359-63.1% | $162,163-75.1% | $72,985-44.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 16.49% | 25.46%-9.0pp | 115.59%-99.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,365 | $3,907-65.1% | $5,614-75.7% | $2,440-44.1% |
| Participant deferral / active EE | $1,961 | $5,481-64.2% | $7,298-73.1% | $3,607-45.6% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |