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 | $119,842 | $135,952-11.8% | $123,892-3.3% | $273,961-56.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -39.77% | 56.63%-96.4pp | 47.52%-87.3pp | 41.45%-81.2pp |
| Employer contribution / active EE | $4,585 | $5,170-11.3% | $4,617-0.7% | $4,869-5.8% |
| Participant deferral / active EE | $368 | $6,343-94.2% | $5,984-93.9% | $5,287-93.0% |
| Admin fee / account holder | $51 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |