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 | $38,168 | $72,177-47.1% | $115,037-66.8% | $59,632-36.0% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | -3.20% | 12.02%-15.2pp | 26.14%-29.3pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $4,562 | $2,841+60.6% | $4,608-1.0% | $2,203+107.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $223 | $4,927-95.5% | $8,175-97.3% | $4,297-94.8% |