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 4-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 | $11,733 | $100,004-88.3% | $81,438-85.6% | $145,959-92.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.33% | 34.34%-29.0pp | 24.74%-19.4pp | 561.95%-556.6pp |
| Employer contribution / active EE | $8,464 | $2,970+185.0% | $2,460+244.0% | $4,661+81.6% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $3,883-100.0% | $6,689-100.0% |
| Admin fee / account holder | $81 | $8,202-99.0% | $5,764-98.6% | $13,398-99.4% |