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 9-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 | $18,047 | $95,416-81.1% | $185,823-90.3% | $85,850-79.0% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,567 | $3,314+7.7% | $5,167-31.0% | $2,565+39.1% |
| Participant deferral / active EE | $750 | $3,423-78.1% | $5,568-86.5% | $3,952-81.0% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |