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 | $7,939 | $96,635-91.8% | $86,612-90.8% | $139,434-94.3% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 2.21% | 106.41%-104.2pp | 591.07%-588.9pp | 372.94%-370.7pp |
| Employer contribution / active EE | $695 | $3,263-78.7% | $3,022-77.0% | $4,751-85.4% |
| Participant deferral / active EE | $288 | $4,836-94.1% | $4,438-93.5% | $6,710-95.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |