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 10-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 | $82,268 | $176,056-53.3% | $159,436-48.4% | $167,490-50.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 7.62% | 331.75%-324.1pp | 263.57%-255.9pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,479 | $5,297-72.1% | $4,829-69.4% | $4,837-69.4% |
| Participant deferral / active EE | $1,524 | $7,750-80.3% | $7,352-79.3% | $6,341-76.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |