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 9-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 | $56,316 | $111,754-49.6% | $103,333-45.5% | $145,922-61.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.06% | 24.77%-17.7pp | 24.88%-17.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,167 | $4,212-72.3% | $3,868-69.8% | $4,660-74.9% |
| Participant deferral / active EE | $898 | $5,619-84.0% | $5,057-82.3% | $6,688-86.6% |
| Admin fee / account holder | $197 | $9,750-98.0% | $8,355-97.6% | $13,397-98.5% |