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 10-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 | $196,773 | $99,079+98.6% | $77,999+152.3% | $273,961-28.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -1.18% | 217.93%-219.1pp | 425.96%-427.1pp | 41.45%-42.6pp |
| Employer contribution / active EE | $506 | $3,308-84.7% | $2,470-79.5% | $4,869-89.6% |
| Participant deferral / active EE | $624 | $4,306-85.5% | $3,497-82.1% | $5,287-88.2% |
| Admin fee / account holder | $113 | $8,954-98.7% | $5,480-97.9% | $10,132-98.9% |