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 3-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 | $12,239 | $109,982-88.9% | $97,226-87.4% | $145,922-91.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 0.69% | 242.90%-242.2pp | 75.13%-74.4pp | 561.29%-560.6pp |
| Employer contribution / active EE | $7,339 | $3,084+138.0% | $2,729+169.0% | $4,660+57.5% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,688-100.0% |
| Admin fee / account holder | $13 | $6,221-99.8% | $5,654-99.8% | $13,397-99.9% |