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 | $125,507 | $202,318-38.0% | $172,739-27.3% | $152,861-17.9% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 6.32% | 1029.65%-1023.3pp | 802.84%-796.5pp | 345.32%-339.0pp |
| Employer contribution / active EE | $18,450 | $5,856+215.1% | $5,143+258.8% | $4,762+287.4% |
| Participant deferral / active EE | $868 | $5,948-85.4% | $5,198-83.3% | $5,850-85.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |