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 7-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 | $16,285 | $95,416-82.9% | $185,823-91.2% | $85,850-81.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 8.68% | 23.59%-14.9pp | 122.05%-113.4pp | 318.53%-309.8pp |
| Employer contribution / active EE | $4,905 | $3,314+48.0% | $5,167-5.1% | $2,565+91.2% |
| Participant deferral / active EE | $716 | $3,423-79.1% | $5,568-87.1% | $3,952-81.9% |
| Admin fee / account holder | $117 | $7,213-98.4% | $16,237-99.3% | $6,260-98.1% |