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 | $26,357 | $90,590-70.9% | $90,782-71.0% | $135,375-80.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -10.44% | -3.40%-7.0pp | -3.42%-7.0pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,410 | $4,352-67.6% | $4,105-65.7% | $4,779-70.5% |
| Participant deferral / active EE | $1,410 | $5,407-73.9% | $5,366-73.7% | $5,609-74.9% |
| Admin fee / account holder | $281 | $7,683-96.3% | $5,908-95.2% | $10,827-97.4% |