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 | $73,593 | $183,963-60.0% | $162,163-54.6% | $152,861-51.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1.76% | 150.76%-149.0pp | 115.59%-113.8pp | 345.32%-343.6pp |
| Employer contribution / active EE | $2,723 | $6,371-57.3% | $5,614-51.5% | $4,762-42.8% |
| Participant deferral / active EE | $1,546 | $8,034-80.8% | $7,298-78.8% | $5,850-73.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |