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 | $22,239 | $189,613-88.3% | $167,512-86.7% | $142,382-84.4% |
| Participation rate | 76.5% | 80.1%-3.7pp | 77.1%-0.6pp | 80.1%-3.6pp |
| Annual return | 7.08% | 2024.68%-2017.6pp | 1615.79%-1608.7pp | 217.08%-210.0pp |
| Employer contribution / active EE | $5,505 | $4,349+26.6% | $3,882+41.8% | $4,299+28.1% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |