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 | $28,077 | $755,339-96.3% | $379,746-92.6% | $158,922-82.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 1.66% | 53.41%-51.7pp | 34.90%-33.2pp | 302.83%-301.2pp |
| Employer contribution / active EE | $4,266 | $4,685-8.9% | $3,540+20.5% | $4,761-10.4% |
| Participant deferral / active EE | $2,133 | $7,938-73.1% | $6,024-64.6% | $5,982-64.3% |
| Admin fee / account holder | $60 | $14,482-99.6% | $7,927-99.2% | $11,246-99.5% |