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 | $58,406 | $107,334-45.6% | $92,893-37.1% | $152,861-61.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | -3.05% | 145.58%-148.6pp | 109.41%-112.5pp | 345.32%-348.4pp |
| Employer contribution / active EE | $1,185 | $4,221-71.9% | $3,653-67.5% | $4,762-75.1% |
| Participant deferral / active EE | $1,232 | $4,845-74.6% | $4,236-70.9% | $5,850-78.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |