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 8-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 | $67,015 | $337,732-80.2% | $337,732-80.2% | $532,464-87.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 79.0%+21.0pp | 89.6%+10.4pp |
| Annual return | 0.18% | 10.11%-9.9pp | 10.26%-10.1pp | 10.38%-10.2pp |
| Employer contribution / active EE | $32,400 | $9,330+247.3% | $9,009+259.6% | $19,351+67.4% |
| Participant deferral / active EE | $0 | $3,000-100.0% | $2,768-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $3,556-100.0% | $3,556-100.0% | $14,894-100.0% |