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 | $32,044 | $54,350-41.0% | $82,719-61.3% | $68,494-53.2% |
| Participation rate | 88.5% | 63.9%+24.5pp | 72.6%+15.9pp | 67.9%+20.6pp |
| Annual return | -22.30% | -13.67%-8.6pp | 701.18%-723.5pp | -7.84%-14.5pp |
| Employer contribution / active EE | $328 | $2,218-85.2% | $3,009-89.1% | $2,596-87.4% |
| Participant deferral / active EE | $281 | $3,246-91.3% | $4,395-93.6% | $4,027-93.0% |
| Admin fee / account holder | $2 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |