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 | $53,090 | $49,922+6.3% | $80,569-34.1% | $75,163-29.4% |
| Participation rate | 97.1% | 55.3%+41.8pp | 67.0%+30.1pp | 67.2%+29.9pp |
| Annual return | 10.73% | 34.69%-24.0pp | 935.43%-924.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $8,658 | $1,698+409.8% | $2,723+217.9% | $2,670+224.3% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $290 | $3,577-91.9% | $5,377-94.6% | $5,651-94.9% |