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 | $6,255 | $29,660-78.9% | $56,411-88.9% | $80,856-92.3% |
| Participation rate | 91.7% | 41.6%+50.0pp | 52.5%+39.2pp | 67.6%+24.0pp |
| Annual return | 2.82% | 35.23%-32.4pp | 1701.33%-1698.5pp | 35.59%-32.8pp |
| Employer contribution / active EE | $1,919 | $669+186.7% | $1,039+84.8% | $2,755-30.3% |
| 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% |