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 4-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 | $17,339 | $88,751-80.5% | $81,812-78.8% | $145,922-88.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 4.97% | 1025.40%-1020.4pp | 773.79%-768.8pp | 561.29%-556.3pp |
| Employer contribution / active EE | $3,141 | $3,083+1.9% | $2,912+7.8% | $4,660-32.6% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |