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 3-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 | $30,406 | $99,020-69.3% | $86,590-64.9% | $147,584-79.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.48% | 1312.34%-1303.9pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,361 | $3,132-56.6% | $2,839-52.1% | $4,876-72.1% |
| Participant deferral / active EE | $390 | $3,972-90.2% | $3,609-89.2% | $5,439-92.8% |
| Admin fee / account holder | $52 | $5,710-99.1% | $4,906-98.9% | $10,885-99.5% |