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 3-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 | $4,559 | $29,660-84.6% | $56,411-91.9% | $80,856-94.4% |
| Participation rate | 85.0% | 41.6%+43.4pp | 52.5%+32.5pp | 67.6%+17.4pp |
| Annual return | 2.64% | 35.23%-32.6pp | 1701.33%-1698.7pp | 35.59%-33.0pp |
| Employer contribution / active EE | $1,618 | $669+141.7% | $1,039+55.8% | $2,755-41.3% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |