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 | $49,588 | $209,411-76.3% | $178,490-72.2% | $158,922-68.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | -18.68% | 188.75%-207.4pp | 151.07%-169.7pp | 302.83%-321.5pp |
| Employer contribution / active EE | $4,610 | $5,706-19.2% | $5,011-8.0% | $4,761-3.2% |
| Participant deferral / active EE | $969 | $5,954-83.7% | $5,202-81.4% | $5,982-83.8% |
| Admin fee / account holder | $280 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |