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 | $12,720 | $65,409-80.6% | $98,442-87.1% | $85,850-85.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.20% | 21.76%-10.6pp | 1492.73%-1481.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,053 | $2,168-51.4% | $2,960-64.4% | $2,565-58.9% |
| Participant deferral / active EE | $393 | $3,166-87.6% | $4,276-90.8% | $3,952-90.1% |
| Admin fee / account holder | $178 | $4,593-96.1% | $5,949-97.0% | $6,260-97.2% |