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 | $89,274 | $181,894-50.9% | $156,549-43.0% | $273,961-67.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.59% | 30.74%-32.3pp | 32.23%-33.8pp | 41.45%-43.0pp |
| Employer contribution / active EE | $6,591 | $6,248+5.5% | $5,501+19.8% | $4,869+35.4% |
| Participant deferral / active EE | $788 | $5,550-85.8% | $4,871-83.8% | $5,287-85.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |