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 | $3,893 | $51,638-92.5% | $68,368-94.3% | $82,448-95.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 10.46% | 37.53%-27.1pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $266 | $2,047-87.0% | $2,649-89.9% | $2,551-89.6% |
| Participant deferral / active EE | $102 | $2,914-96.5% | $4,123-97.5% | $4,139-97.5% |
| Admin fee / account holder | $163 | $4,643-96.5% | $5,150-96.8% | $7,234-97.8% |