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 9-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 | $22,926 | $100,852-77.3% | $90,404-74.6% | $158,922-85.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.29% | 1724.20%-1723.9pp | 1293.02%-1292.7pp | 302.83%-302.5pp |
| Employer contribution / active EE | $2,000 | $3,689-45.8% | $3,262-38.7% | $4,761-58.0% |
| Participant deferral / active EE | $300 | $4,348-93.1% | $3,963-92.4% | $5,982-95.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |