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 | $19,798 | $90,503-78.1% | $78,689-74.8% | $273,961-92.8% |
| Participation rate | 82.6% | 76.5%+6.1pp | 73.6%+9.0pp | 83.0%-0.4pp |
| Annual return | -3.16% | 75.60%-78.8pp | 62.18%-65.3pp | 41.45%-44.6pp |
| Employer contribution / active EE | $137 | $3,176-95.7% | $2,851-95.2% | $4,869-97.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $68 | $5,263-98.7% | $4,510-98.5% | $10,132-99.3% |