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 | $76,324 | $127,386-40.1% | $115,037-33.7% | $125,391-39.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.62% | 31.28%-37.9pp | 26.14%-32.8pp | 282.22%-288.8pp |
| Employer contribution / active EE | $4,746 | $5,166-8.1% | $4,608+3.0% | $4,866-2.5% |
| Participant deferral / active EE | $604 | $6,423-90.6% | $6,026-90.0% | $5,352-88.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |