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 | $83,490 | $127,065-34.3% | $113,168-26.2% | $142,382-41.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.99% | 24.03%-17.0pp | 24.27%-17.3pp | 217.08%-210.1pp |
| Employer contribution / active EE | $1,323 | $3,442-61.6% | $2,975-55.5% | $4,299-69.2% |
| Participant deferral / active EE | $1,323 | $5,716-76.9% | $5,107-74.1% | $6,507-79.7% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |