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 8-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 | $28,138 | $85,004-66.9% | $76,284-63.1% | $145,959-80.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 1.97% | 13.11%-11.1pp | 13.77%-11.8pp | 561.95%-560.0pp |
| Employer contribution / active EE | $5,650 | $5,265+7.3% | $4,585+23.2% | $4,661+21.2% |
| Participant deferral / active EE | $650 | $6,390-89.8% | $5,478-88.1% | $6,689-90.3% |
| Admin fee / account holder | $13 | $5,760-99.8% | $5,131-99.8% | $13,398-99.9% |