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 | $52,208 | $65,409-20.2% | $98,442-47.0% | $85,850-39.2% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.3%+15.3pp |
| Annual return | -3.95% | 21.76%-25.7pp | 1492.73%-1496.7pp | 318.53%-322.5pp |
| Employer contribution / active EE | $372 | $2,168-82.9% | $2,960-87.4% | $2,565-85.5% |
| Participant deferral / active EE | $810 | $3,166-74.4% | $4,276-81.1% | $3,952-79.5% |
| Admin fee / account holder | $89 | $4,593-98.1% | $5,949-98.5% | $6,260-98.6% |