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 | $33,218 | $105,860-68.6% | $90,749-63.4% | $134,475-75.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.38% | -11.01%-10.4pp | -12.16%-9.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $939 | $3,462-72.9% | $2,921-67.8% | $4,740-80.2% |
| Participant deferral / active EE | $409 | $5,216-92.2% | $4,564-91.0% | $6,400-93.6% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |