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 | $87,172 | $90,503-3.7% | $78,689+10.8% | $273,961-68.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -22.20% | 75.60%-97.8pp | 62.18%-84.4pp | 41.45%-63.6pp |
| Employer contribution / active EE | $457 | $3,176-85.6% | $2,851-84.0% | $4,869-90.6% |
| Participant deferral / active EE | $500 | $3,901-87.2% | $3,517-85.8% | $5,287-90.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |