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 | $47,475 | $87,540-45.8% | $75,781-37.4% | $125,391-62.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.86% | 13.48%-18.3pp | 9.68%-14.5pp | 282.22%-287.1pp |
| Employer contribution / active EE | $752 | $3,930-80.9% | $3,323-77.4% | $4,866-84.5% |
| Participant deferral / active EE | $933 | $4,229-77.9% | $3,651-74.4% | $5,352-82.6% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |