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 6-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 | $8,113 | $96,635-91.6% | $86,612-90.6% | $139,434-94.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.16% | 106.41%-97.3pp | 591.07%-581.9pp | 372.94%-363.8pp |
| Employer contribution / active EE | $399 | $3,263-87.8% | $3,022-86.8% | $4,751-91.6% |
| Participant deferral / active EE | $416 | $4,836-91.4% | $4,438-90.6% | $6,710-93.8% |
| Admin fee / account holder | $31 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |