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 | $50,003 | $102,604-51.3% | $86,188-42.0% | $139,434-64.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.24% | 1922.51%-1918.3pp | 1168.45%-1164.2pp | 372.94%-368.7pp |
| Employer contribution / active EE | $1,327 | $3,032-56.2% | $2,380-44.2% | $4,751-72.1% |
| Participant deferral / active EE | $487 | $4,676-89.6% | $3,985-87.8% | $6,710-92.7% |
| Admin fee / account holder | $219 | $8,657-97.5% | $6,852-96.8% | $11,403-98.1% |