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 | $1,852 | $70,606-97.4% | $53,898-96.6% | $142,382-98.7% |
| Participation rate | 94.7% | 63.7%+31.0pp | 55.0%+39.8pp | 80.1%+14.6pp |
| Annual return | 1.99% | 619.81%-617.8pp | 528.60%-526.6pp | 217.08%-215.1pp |
| Employer contribution / active EE | $32 | $1,202-97.3% | $932-96.5% | $4,299-99.2% |
| Participant deferral / active EE | $65 | $2,364-97.2% | $1,826-96.4% | $6,507-99.0% |
| Admin fee / account holder | $272 | $2,852-90.4% | $2,491-89.1% | $12,624-97.8% |