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 | $56,226 | $104,486-46.2% | $76,817-26.8% | $152,861-63.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 6.52% | 1013.37%-1006.9pp | 1166.11%-1159.6pp | 345.32%-338.8pp |
| Employer contribution / active EE | $3,333 | $3,116+7.0% | $2,302+44.8% | $4,762-30.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $211 | $12,275-98.3% | $6,420-96.7% | $11,596-98.2% |