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 8-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 | $146,941 | $105,998+38.6% | $92,233+59.3% | $147,584-0.4% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 9.69% | 50.05%-40.4pp | 176.28%-166.6pp | 578.55%-568.9pp |
| Employer contribution / active EE | $11,241 | $4,333+159.4% | $3,679+205.5% | $4,876+130.5% |
| Participant deferral / active EE | $1,100 | $4,478-75.4% | $3,897-71.8% | $5,439-79.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |