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 | $14,066 | $25,014-43.8% | $69,647-79.8% | $80,856-82.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.5%+33.5pp | 67.6%+32.4pp |
| Annual return | 6.42% | 19.07%-12.7pp | 100.48%-94.1pp | 35.59%-29.2pp |
| Employer contribution / active EE | $5,593 | $993+463.2% | $1,712+226.6% | $2,755+103.0% |
| Participant deferral / active EE | $78 | $1,839-95.8% | $2,886-97.3% | $4,296-98.2% |
| Admin fee / account holder | $172 | $2,488-93.1% | $4,713-96.4% | $6,918-97.5% |