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 | $25,457 | $148,534-82.9% | $135,903-81.3% | $139,434-81.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.20% | 79.19%-69.0pp | 68.23%-58.0pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,500 | $5,243-71.4% | $4,856-69.1% | $4,751-68.4% |
| Participant deferral / active EE | $150 | $8,100-98.1% | $7,758-98.1% | $6,710-97.8% |
| Admin fee / account holder | $147 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |