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 7-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 | $16,062 | $69,515-76.9% | $86,874-81.5% | $85,850-81.3% |
| Participation rate | 94.9% | 66.3%+28.5pp | 71.6%+23.2pp | 69.3%+25.6pp |
| Annual return | 11.03% | 20.12%-9.1pp | 63.52%-52.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $5,468 | $1,880+190.8% | $2,495+119.1% | $2,565+113.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $85 | $5,972-98.6% | $5,828-98.5% | $6,260-98.6% |