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 4-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 | $12,985 | $90,348-85.6% | $75,972-82.9% | $145,922-91.1% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.8pp |
| Annual return | 6.77% | 620.88%-614.1pp | 359.55%-352.8pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,540 | $3,311-23.3% | $2,685-5.4% | $4,660-45.5% |
| Participant deferral / active EE | $0 | $5,162-100.0% | $4,255-100.0% | $6,688-100.0% |
| Admin fee / account holder | $64 | $8,467-99.2% | $6,467-99.0% | $13,397-99.5% |