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 | $29,926 | $105,998-71.8% | $92,233-67.6% | $147,584-79.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.91% | 50.05%-42.1pp | 176.28%-168.4pp | 578.55%-570.6pp |
| Employer contribution / active EE | $1,027 | $4,333-76.3% | $3,679-72.1% | $4,876-78.9% |
| Participant deferral / active EE | $183 | $4,478-95.9% | $3,897-95.3% | $5,439-96.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |