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 | $73,702 | $171,865-57.1% | $149,718-50.8% | $147,584-50.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.29% | 2113.22%-2111.9pp | 1501.63%-1500.3pp | 578.55%-577.3pp |
| Employer contribution / active EE | $1,471 | $6,275-76.6% | $5,445-73.0% | $4,876-69.8% |
| Participant deferral / active EE | $949 | $7,271-86.9% | $6,569-85.6% | $5,439-82.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |