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 | $47,756 | $115,882-58.8% | $100,516-52.5% | $158,922-69.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | -11.16% | 34.79%-45.9pp | 30.89%-42.0pp | 302.83%-314.0pp |
| Employer contribution / active EE | $1,059 | $4,103-74.2% | $3,418-69.0% | $4,761-77.8% |
| Participant deferral / active EE | $1,771 | $6,674-73.5% | $6,270-71.8% | $5,982-70.4% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |