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 | $54,998 | $149,734-63.3% | $118,925-53.8% | $158,922-65.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 5.13% | 19.95%-14.8pp | 35.88%-30.8pp | 302.83%-297.7pp |
| Employer contribution / active EE | $2,425 | $4,115-41.1% | $3,263-25.7% | $4,761-49.1% |
| Participant deferral / active EE | $880 | $5,223-83.2% | $4,265-79.4% | $5,982-85.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |