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 | $33,295 | $138,065-75.9% | $123,544-73.1% | $135,375-75.4% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -11.13% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $10,405 | $5,151+102.0% | $4,628+124.8% | $4,779+117.7% |
| Participant deferral / active EE | $1,642 | $6,799-75.8% | $6,426-74.4% | $5,609-70.7% |
| Admin fee / account holder | $80 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |