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 10-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 | $14,037 | $85,202-83.5% | $172,739-91.9% | $72,985-80.8% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.3pp |
| Annual return | 9.66% | 27.32%-17.7pp | 802.84%-793.2pp | 81.00%-71.3pp |
| Employer contribution / active EE | $1,928 | $3,324-42.0% | $5,143-62.5% | $2,440-21.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $228 | $5,884-96.1% | $13,954-98.4% | $5,124-95.5% |