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 | $49,578 | $180,449-72.5% | $154,107-67.8% | $135,375-63.4% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -9.22% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,332 | $6,035-61.4% | $5,298-56.0% | $4,779-51.2% |
| Participant deferral / active EE | $1,232 | $5,806-78.8% | $5,081-75.8% | $5,609-78.0% |
| Admin fee / account holder | $18 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |