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 | $18,877 | $148,534-87.3% | $135,903-86.1% | $139,434-86.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.02% | 79.19%-68.2pp | 68.23%-57.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,800 | $5,243-65.7% | $4,856-62.9% | $4,751-62.1% |
| Participant deferral / active EE | $1,800 | $8,100-77.8% | $7,758-76.8% | $6,710-73.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |