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 5-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 | $34,432 | $111,814-69.2% | $93,654-63.2% | $145,959-76.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.30% | 203.30%-199.0pp | 133.34%-129.0pp | 561.95%-557.7pp |
| Employer contribution / active EE | $5,756 | $3,092+86.2% | $2,421+137.8% | $4,661+23.5% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10 | $10,246-99.9% | $8,282-99.9% | $13,398-99.9% |