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 | $16,115 | $99,341-83.8% | $84,750-81.0% | $273,961-94.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.97% | 22.93%-23.9pp | 22.78%-23.8pp | 41.45%-42.4pp |
| Employer contribution / active EE | $3,333 | $4,214-20.9% | $3,574-6.7% | $4,869-31.5% |
| Participant deferral / active EE | $320 | $4,269-92.5% | $3,712-91.4% | $5,287-94.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |