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 | $0 | $89,355-100.0% | $141,162-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | 14.31% | 111.85%-97.5pp | 71.39%-57.1pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,939 | $3,114-37.7% | $4,735-59.0% | $2,440-20.5% |
| Participant deferral / active EE | $2,197 | $5,418-59.5% | $6,709-67.3% | $3,607-39.1% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |