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 9-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 | $96,521 | $109,817-12.1% | $98,442-2.0% | $167,490-42.4% |
| Participation rate | 76.5% | 75.8%+0.6pp | 73.3%+3.1pp | 82.1%-5.6pp |
| Annual return | 0.91% | 1956.69%-1955.8pp | 1492.73%-1491.8pp | 478.56%-477.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $726 | $4,673-84.5% | $4,276-83.0% | $6,341-88.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |