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 | $48,316 | $62,672-22.9% | $185,117-73.9% | $70,131-31.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 8.09% | 40.79%-32.7pp | 40.50%-32.4pp | 73.14%-65.1pp |
| Employer contribution / active EE | $7,738 | $1,753+341.4% | $4,182+85.1% | $2,342+230.4% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $205 | $3,932-94.8% | $8,159-97.5% | $4,645-95.6% |