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 | $69,808 | $167,484-58.3% | $151,611-54.0% | $134,475-48.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.10% | 7.80%-31.9pp | 3.33%-27.4pp | 417.96%-442.1pp |
| Employer contribution / active EE | $2,037 | $6,829-70.2% | $6,166-67.0% | $4,740-57.0% |
| Participant deferral / active EE | $2,156 | $8,986-76.0% | $8,363-74.2% | $6,400-66.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |