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 | $248,981 | $127,386+95.5% | $115,037+116.4% | $125,391+98.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -10.42% | 31.28%-41.7pp | 26.14%-36.6pp | 282.22%-292.6pp |
| Employer contribution / active EE | $14,628 | $5,166+183.1% | $4,608+217.4% | $4,866+200.6% |
| Participant deferral / active EE | $1,375 | $6,423-78.6% | $6,026-77.2% | $5,352-74.3% |
| Admin fee / account holder | $170 | $9,516-98.2% | $8,175-97.9% | $9,540-98.2% |