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 | $11,010 | $43,327-74.6% | $59,878-81.6% | $64,186-82.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -9.16% | -1.55%-7.6pp | 3.46%-12.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $721 | $2,028-64.5% | $2,722-73.5% | $2,381-69.7% |
| Participant deferral / active EE | $645 | $2,546-74.7% | $3,402-81.0% | $3,470-81.4% |
| Admin fee / account holder | $29 | $3,005-99.0% | $3,590-99.2% | $4,888-99.4% |