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 5-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 | $51,386 | $189,613-72.9% | $167,512-69.3% | $142,382-63.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 4.08% | 2024.68%-2020.6pp | 1615.79%-1611.7pp | 217.08%-213.0pp |
| Employer contribution / active EE | $19,608 | $4,349+350.9% | $3,882+405.1% | $4,299+356.1% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $116 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |