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 | $72,948 | $97,044-24.8% | $83,333-12.5% | $135,375-46.1% |
| Participation rate | 70.6% | 80.4%-9.8pp | 77.8%-7.2pp | 82.6%-12.1pp |
| Annual return | -10.59% | 12.31%-22.9pp | 10.63%-21.2pp | 519.73%-530.3pp |
| Employer contribution / active EE | $665 | $4,143-84.0% | $3,379-80.3% | $4,779-86.1% |
| Participant deferral / active EE | $1,356 | $5,964-77.3% | $5,565-75.6% | $5,609-75.8% |
| Admin fee / account holder | $172 | $8,380-97.9% | $7,510-97.7% | $10,827-98.4% |