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 | $20,649 | $107,334-80.8% | $92,893-77.8% | $152,861-86.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.79% | 145.58%-135.8pp | 109.41%-99.6pp | 345.32%-335.5pp |
| Employer contribution / active EE | $1,314 | $4,221-68.9% | $3,653-64.0% | $4,762-72.4% |
| Participant deferral / active EE | $874 | $4,845-82.0% | $4,236-79.4% | $5,850-85.1% |
| Admin fee / account holder | $8 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |