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 | $214,745 | $165,335+29.9% | $149,696+43.5% | $158,922+35.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.94% | 348.15%-344.2pp | 276.60%-272.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $23,290 | $5,103+356.4% | $4,644+401.5% | $4,761+389.2% |
| Participant deferral / active EE | $83 | $7,181-98.8% | $6,842-98.8% | $5,982-98.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |