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 8-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 | $10,367 | $109,817-90.6% | $98,442-89.5% | $167,490-93.8% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 2.15% | 1956.69%-1954.5pp | 1492.73%-1490.6pp | 478.56%-476.4pp |
| Employer contribution / active EE | $1,396 | $3,224-56.7% | $2,960-52.8% | $4,837-71.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $25 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |