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 | $28,779 | $55,706-48.3% | $75,886-62.1% | $72,985-60.6% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.3%+12.2pp | 69.5%+12.0pp |
| Annual return | 2.40% | 27.59%-25.2pp | 30.76%-28.4pp | 81.00%-78.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $128 | $2,634-95.1% | $3,603-96.4% | $3,607-96.4% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |