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 | $14,727 | $87,540-83.2% | $75,781-80.6% | $125,391-88.3% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -7.71% | 13.48%-21.2pp | 9.68%-17.4pp | 282.22%-289.9pp |
| Employer contribution / active EE | $2,769 | $3,930-29.6% | $3,323-16.7% | $4,866-43.1% |
| Participant deferral / active EE | $170 | $4,229-96.0% | $3,651-95.3% | $5,352-96.8% |
| Admin fee / account holder | $96 | $6,502-98.5% | $5,299-98.2% | $9,540-99.0% |