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 | $21,055 | $92,222-77.2% | $76,768-72.6% | $135,375-84.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -10.25% | 5.46%-15.7pp | 2.43%-12.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $844 | $3,216-73.8% | $2,485-66.1% | $4,779-82.3% |
| Participant deferral / active EE | $1,215 | $4,509-73.1% | $3,852-68.5% | $5,609-78.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |