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 | $28,701 | $106,890-73.1% | $84,015-65.8% | $152,861-81.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.23% | 104.99%-102.8pp | 71.31%-69.1pp | 345.32%-343.1pp |
| Employer contribution / active EE | $3,000 | $2,734+9.7% | $1,983+51.3% | $4,762-37.0% |
| Participant deferral / active EE | $208 | $4,011-94.8% | $3,239-93.6% | $5,850-96.4% |
| Admin fee / account holder | $2 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |