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 | $30,678 | $124,185-75.3% | $108,410-71.7% | $167,490-81.7% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 8.72% | 1379.64%-1370.9pp | 905.27%-896.5pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,505 | $4,187-64.1% | $3,558-57.7% | $4,837-68.9% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $300 | $9,455-96.8% | $7,295-95.9% | $12,309-97.6% |