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 | $21,877 | $48,795-55.2% | $65,493-66.6% | $84,808-74.2% |
| Participation rate | 88.0% | 67.0%+21.0pp | 73.1%+14.9pp | 68.3%+19.7pp |
| Annual return | 8.50% | 20.20%-11.7pp | 982.45%-973.9pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,209 | $1,930-37.4% | $2,574-53.1% | $2,631-54.1% |
| Participant deferral / active EE | $790 | $2,928-73.0% | $3,961-80.1% | $4,212-81.2% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |