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 | $95,033 | $104,664-9.2% | $85,682+10.9% | $167,490-43.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | -8.30% | 21.45%-29.7pp | 21.49%-29.8pp | 478.56%-486.9pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $601 | $4,824-87.5% | $3,923-84.7% | $6,341-90.5% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |