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 | $76,911 | $105,126-26.8% | $94,646-18.7% | $139,434-44.8% |
| Participation rate | 73.3% | 82.4%-9.0pp | 80.8%-7.5pp | 80.3%-7.0pp |
| Annual return | -7.61% | 38.03%-45.6pp | 156.71%-164.3pp | 372.94%-380.5pp |
| Employer contribution / active EE | $1,273 | $4,106-69.0% | $3,672-65.3% | $4,751-73.2% |
| Participant deferral / active EE | $2,138 | $7,599-71.9% | $7,418-71.2% | $6,710-68.1% |
| Admin fee / account holder | $8 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |