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 10-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 | $20,826 | $102,966-79.8% | $90,281-76.9% | $152,861-86.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.84% | 95.16%-90.3pp | 78.10%-73.3pp | 345.32%-340.5pp |
| Employer contribution / active EE | $312 | $3,139-90.0% | $2,854-89.1% | $4,762-93.4% |
| Participant deferral / active EE | $312 | $4,281-92.7% | $3,885-92.0% | $5,850-94.7% |
| Admin fee / account holder | $8 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |