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 | $10,360 | $22,587-54.1% | $65,255-84.1% | $75,163-86.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 65.0%+35.0pp | 67.2%+32.8pp |
| Annual return | 12.68% | 71.03%-58.4pp | 47.35%-34.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,217 | $941+135.7% | $1,691+31.1% | $2,670-17.0% |
| Participant deferral / active EE | $76 | $1,695-95.5% | $2,831-97.3% | $4,125-98.2% |
| Admin fee / account holder | $0 | $1,876-100.0% | $4,112-100.0% | $5,651-100.0% |