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 | $152,763 | $89,753+70.2% | $107,525+42.1% | $84,808+80.1% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | -3.70% | 29.48%-33.2pp | 181.32%-185.0pp | 40.90%-44.6pp |
| Employer contribution / active EE | $1,357 | $3,113-56.4% | $3,754-63.9% | $2,631-48.4% |
| Participant deferral / active EE | $655 | $4,056-83.8% | $5,116-87.2% | $4,212-84.4% |
| Admin fee / account holder | $237 | $7,222-96.7% | $8,919-97.3% | $7,344-96.8% |