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 | $43,359 | $158,398-72.6% | $126,539-65.7% | $142,382-69.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 3.87% | 593.76%-589.9pp | 425.95%-422.1pp | 217.08%-213.2pp |
| Employer contribution / active EE | $23,218 | $4,650+399.3% | $3,674+531.9% | $4,299+440.1% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $88 | $6,918-98.7% | $6,065-98.6% | $12,624-99.3% |