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 | $44,533 | $60,349-26.2% | $74,183-40.0% | $62,891-29.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.62% | 21.37%-22.0pp | 17.74%-18.4pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,154 | $1,680-31.3% | $2,370-51.3% | $2,281-49.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $207 | $4,261-95.1% | $5,586-96.3% | $4,296-95.2% |