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 | $53,977 | $209,411-74.2% | $178,490-69.8% | $158,922-66.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.54% | 188.75%-187.2pp | 151.07%-149.5pp | 302.83%-301.3pp |
| Employer contribution / active EE | $4,903 | $5,706-14.1% | $5,011-2.1% | $4,761+3.0% |
| Participant deferral / active EE | $1,869 | $5,954-68.6% | $5,202-64.1% | $5,982-68.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |