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 7-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 | $69,387 | $96,635-28.2% | $86,612-19.9% | $139,434-50.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.63% | 106.41%-97.8pp | 591.07%-582.4pp | 372.94%-364.3pp |
| Employer contribution / active EE | $8,999 | $3,263+175.8% | $3,022+197.7% | $4,751+89.4% |
| Participant deferral / active EE | $26 | $4,836-99.5% | $4,438-99.4% | $6,710-99.6% |
| Admin fee / account holder | $99 | $6,408-98.5% | $5,614-98.2% | $11,403-99.1% |