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 6-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 | $14,363 | $111,814-87.2% | $103,374-86.1% | $145,959-90.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.75% | 24.77%-18.0pp | 24.89%-18.1pp | 561.95%-555.2pp |
| Employer contribution / active EE | $1,208 | $4,214-71.3% | $3,869-68.8% | $4,661-74.1% |
| Participant deferral / active EE | $1,208 | $5,618-78.5% | $5,058-76.1% | $6,689-81.9% |
| Admin fee / account holder | $232 | $9,754-97.6% | $8,394-97.2% | $13,398-98.3% |