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 6-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 | $15,959 | $127,264-87.5% | $109,895-85.5% | $167,490-90.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 2.89% | 22.97%-20.1pp | 29.45%-26.6pp | 478.56%-475.7pp |
| Employer contribution / active EE | $5,556 | $3,322+67.2% | $2,842+95.5% | $4,837+14.8% |
| Participant deferral / active EE | $0 | $4,514-100.0% | $4,048-100.0% | $6,341-100.0% |
| Admin fee / account holder | $110 | $7,114-98.4% | $6,066-98.2% | $12,309-99.1% |