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 6-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 | $180,236 | $108,919+65.5% | $100,391+79.5% | $145,922+23.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 1.84% | 57.88%-56.0pp | 49.20%-47.4pp | 561.29%-559.4pp |
| Employer contribution / active EE | $410 | $4,419-90.7% | $3,942-89.6% | $4,660-91.2% |
| Participant deferral / active EE | $1,656 | $8,445-80.4% | $8,082-79.5% | $6,688-75.2% |
| Admin fee / account holder | $240 | $9,689-97.5% | $7,899-97.0% | $13,397-98.2% |