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 | $102,301 | $167,484-38.9% | $151,611-32.5% | $134,475-23.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.35% | 7.80%-30.2pp | 3.33%-25.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,053 | $6,829-69.9% | $6,166-66.7% | $4,740-56.7% |
| Participant deferral / active EE | $2,857 | $8,986-68.2% | $8,363-65.8% | $6,400-55.4% |
| Admin fee / account holder | $66 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |