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 | $82,355 | $183,963-55.2% | $162,163-49.2% | $152,861-46.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 0.85% | 150.76%-149.9pp | 115.59%-114.7pp | 345.32%-344.5pp |
| Employer contribution / active EE | $1,716 | $6,371-73.1% | $5,614-69.4% | $4,762-64.0% |
| Participant deferral / active EE | $1,716 | $8,034-78.6% | $7,298-76.5% | $5,850-70.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |