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 | $18,652 | $83,826-77.7% | - | $147,584-87.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 2.57% | 26.57%-24.0pp | - | 578.55%-576.0pp |
| Employer contribution / active EE | $8,501 | $3,042+179.5% | - | $4,876+74.3% |
| Participant deferral / active EE | $0 | $3,987-100.0% | - | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,071-100.0% | - | $10,885-100.0% |