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 | $39,159 | $124,281-68.5% | $109,143-64.1% | $167,490-76.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.15% | 26.04%-25.9pp | 25.75%-25.6pp | 478.56%-478.4pp |
| Employer contribution / active EE | $8,000 | $4,207+90.1% | $3,722+114.9% | $4,837+65.4% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |