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 | $12,105 | $109,817-89.0% | $98,442-87.7% | $167,490-92.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.00% | 1956.69%-1949.7pp | 1492.73%-1485.7pp | 478.56%-471.6pp |
| Employer contribution / active EE | $1,727 | $3,224-46.4% | $2,960-41.6% | $4,837-64.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $144 | $6,753-97.9% | $5,949-97.6% | $12,309-98.8% |