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 7-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 | $35,476 | $100,852-64.8% | $90,404-60.8% | $158,922-77.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.48% | 1724.20%-1718.7pp | 1293.02%-1287.5pp | 302.83%-297.3pp |
| Employer contribution / active EE | $2,276 | $3,689-38.3% | $3,262-30.2% | $4,761-52.2% |
| Participant deferral / active EE | $663 | $4,348-84.8% | $3,963-83.3% | $5,982-88.9% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |