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 | $138,746 | $201,272-31.1% | $184,203-24.7% | $145,922-4.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.17% | 29.00%-21.8pp | 28.81%-21.6pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,242 | $7,022-68.1% | $6,427-65.1% | $4,660-51.9% |
| Participant deferral / active EE | $2,447 | $9,806-75.1% | $9,131-73.2% | $6,688-63.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |