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 7-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 | $3,065 | $81,625-96.2% | $58,482-94.8% | $139,434-97.8% |
| Participation rate | 94.4% | 61.3%+33.1pp | 50.9%+43.6pp | 80.3%+14.1pp |
| Annual return | 0.37% | 7404.20%-7403.8pp | 4239.32%-4238.9pp | 372.94%-372.6pp |
| Employer contribution / active EE | $865 | $1,398-38.1% | $1,053-17.8% | $4,751-81.8% |
| Participant deferral / active EE | $132 | $2,557-94.8% | $1,924-93.1% | $6,710-98.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |