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 | $30,864 | $180,449-82.9% | $154,107-80.0% | $135,375-77.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -10.11% | 888.09%-898.2pp | 735.12%-745.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $10,583 | $6,035+75.4% | $5,298+99.8% | $4,779+121.5% |
| Participant deferral / active EE | $1,420 | $5,806-75.5% | $5,081-72.0% | $5,609-74.7% |
| Admin fee / account holder | $280 | $16,143-98.3% | $13,411-97.9% | $10,827-97.4% |