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 | $40,349 | $215,361-81.3% | $171,082-76.4% | $273,961-85.3% |
| Participation rate | 81.8% | 82.0%-0.2pp | 76.7%+5.1pp | 83.0%-1.2pp |
| Annual return | -3.11% | 25.14%-28.3pp | 32.56%-35.7pp | 41.45%-44.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $271 | $5,543-95.1% | $4,797-94.3% | $5,287-94.9% |
| Admin fee / account holder | $169 | $10,846-98.4% | $8,520-98.0% | $10,132-98.3% |