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 4-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 | $20,359 | $100,773-79.8% | $88,946-77.1% | $142,382-85.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.09% | 70.18%-60.1pp | 57.82%-47.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,772 | $2,918-5.0% | $2,555+8.5% | $4,299-35.5% |
| Participant deferral / active EE | $607 | $5,230-88.4% | $4,581-86.8% | $6,507-90.7% |
| Admin fee / account holder | $33 | $9,693-99.7% | $8,261-99.6% | $12,624-99.7% |