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 | $23,631 | $117,983-80.0% | $101,794-76.8% | $142,382-83.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.24% | 36.92%-31.7pp | 30.53%-25.3pp | 217.08%-211.8pp |
| Employer contribution / active EE | $516 | $2,773-81.4% | $2,289-77.5% | $4,299-88.0% |
| Participant deferral / active EE | $712 | $4,714-84.9% | $4,084-82.6% | $6,507-89.1% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |