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 | $13,725 | $48,230-71.5% | $67,502-79.7% | $80,856-83.0% |
| Participation rate | 73.3% | 66.4%+7.0pp | 72.9%+0.5pp | 67.6%+5.7pp |
| Annual return | 1.92% | 18.28%-16.4pp | 3512.12%-3510.2pp | 35.59%-33.7pp |
| Employer contribution / active EE | $2,013 | $2,020-0.3% | $2,731-26.3% | $2,755-26.9% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |