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 | $46,071 | $105,859-56.5% | $90,160-48.9% | $147,584-68.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 2.73% | 37.63%-34.9pp | 34.88%-32.2pp | 578.55%-575.8pp |
| Employer contribution / active EE | $609 | $4,126-85.2% | $3,318-81.6% | $4,876-87.5% |
| Participant deferral / active EE | $641 | $5,733-88.8% | $5,288-87.9% | $5,439-88.2% |
| Admin fee / account holder | $1 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |