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 | $60,009 | $209,832-71.4% | $189,513-68.3% | $167,490-64.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 1.11% | 748.27%-747.2pp | 555.15%-554.0pp | 478.56%-477.5pp |
| Employer contribution / active EE | $2,390 | $6,914-65.4% | $6,162-61.2% | $4,837-50.6% |
| Participant deferral / active EE | $1,352 | $8,935-84.9% | $8,221-83.6% | $6,341-78.7% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |