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 | $58,232 | $129,942-55.2% | $104,294-44.2% | $134,475-56.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.77% | 42.03%-62.8pp | 24.61%-45.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $5,459 | $4,184+30.5% | $3,372+61.9% | $4,740+15.2% |
| Participant deferral / active EE | $1,122 | $5,588-79.9% | $4,625-75.7% | $6,400-82.5% |
| Admin fee / account holder | $59 | $9,323-99.4% | $7,339-99.2% | $11,426-99.5% |