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 | $34,587 | $86,929-60.2% | $102,423-66.2% | $80,856-57.2% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.5pp |
| Annual return | -13.77% | 18.88%-32.7pp | 29.32%-43.1pp | 35.59%-49.4pp |
| Employer contribution / active EE | $1,372 | $2,369-42.1% | $3,023-54.6% | $2,755-50.2% |
| Participant deferral / active EE | $1,477 | $4,118-64.1% | $5,053-70.8% | $4,296-65.6% |
| Admin fee / account holder | $224 | $8,049-97.2% | $9,451-97.6% | $6,918-96.8% |