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 | $80,833 | $181,894-55.6% | $156,549-48.4% | $273,961-70.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.62% | 30.74%-33.4pp | 32.23%-34.8pp | 41.45%-44.1pp |
| Employer contribution / active EE | $7,152 | $6,248+14.5% | $5,501+30.0% | $4,869+46.9% |
| Participant deferral / active EE | $406 | $5,550-92.7% | $4,871-91.7% | $5,287-92.3% |
| Admin fee / account holder | $245 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |