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 | $25,354 | $64,839-60.9% | $95,585-73.5% | $84,808-70.1% |
| Participation rate | 93.1% | 63.8%+29.3pp | 72.1%+21.0pp | 68.3%+24.8pp |
| Annual return | 9.32% | -670.96%+680.3pp | 38.56%-29.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,379 | $1,759-21.6% | $2,527-45.4% | $2,631-47.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $97 | $5,964-98.4% | $6,127-98.4% | $7,344-98.7% |