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 | $45,252 | $90,503-50.0% | $78,689-42.5% | $273,961-83.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -2.34% | 75.60%-77.9pp | 62.18%-64.5pp | 41.45%-43.8pp |
| Employer contribution / active EE | $2,968 | $3,176-6.5% | $2,851+4.1% | $4,869-39.0% |
| Participant deferral / active EE | $465 | $3,901-88.1% | $3,517-86.8% | $5,287-91.2% |
| Admin fee / account holder | $138 | $5,263-97.4% | $4,510-96.9% | $10,132-98.6% |