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 | $26,288 | $100,754-73.9% | $86,677-69.7% | $134,475-80.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.40% | 29.04%-49.4pp | 35.91%-56.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,601 | $3,489-54.1% | $2,836-43.6% | $4,740-66.2% |
| Participant deferral / active EE | $727 | $5,338-86.4% | $4,656-84.4% | $6,400-88.6% |
| Admin fee / account holder | $137 | $10,926-98.7% | $7,493-98.2% | $11,426-98.8% |