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 | $75,781 | $209,832-63.9% | $189,513-60.0% | $167,490-54.8% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | -2.43% | 748.27%-750.7pp | 555.15%-557.6pp | 478.56%-481.0pp |
| Employer contribution / active EE | $9,457 | $6,914+36.8% | $6,162+53.5% | $4,837+95.5% |
| Participant deferral / active EE | $1,780 | $8,935-80.1% | $8,221-78.3% | $6,341-71.9% |
| Admin fee / account holder | $3 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |