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 9-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 | $57,819 | $185,200-68.8% | $142,863-59.5% | $167,490-65.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 5.74% | 8555.70%-8550.0pp | 5637.54%-5631.8pp | 478.56%-472.8pp |
| Employer contribution / active EE | $26,498 | $5,604+372.8% | $4,144+539.5% | $4,837+447.8% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $141 | $8,031-98.2% | $6,560-97.8% | $12,309-98.9% |