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 | $16,422 | $91,190-82.0% | $178,490-90.8% | $79,858-79.4% |
| Participation rate | 95.7% | 69.2%+26.5pp | 81.9%+13.7pp | 69.6%+26.0pp |
| Annual return | -0.22% | 24.19%-24.4pp | 151.07%-151.3pp | 31.71%-31.9pp |
| Employer contribution / active EE | $1,621 | $3,256-50.2% | $5,011-67.6% | $2,471-34.4% |
| Participant deferral / active EE | $844 | $3,236-73.9% | $5,202-83.8% | $3,740-77.4% |
| Admin fee / account holder | $76 | $6,751-98.9% | $13,984-99.5% | $5,306-98.6% |