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 | $47,972 | $135,952-64.7% | $123,892-61.3% | $273,961-82.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.68% | 56.63%-54.9pp | 47.52%-45.8pp | 41.45%-39.8pp |
| Employer contribution / active EE | $1,782 | $5,170-65.5% | $4,617-61.4% | $4,869-63.4% |
| Participant deferral / active EE | $327 | $6,343-94.8% | $5,984-94.5% | $5,287-93.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |