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 | $136,218 | $162,781-16.3% | $133,956+1.7% | $158,922-14.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.94% | 41.94%-43.9pp | 45.09%-47.0pp | 302.83%-304.8pp |
| Employer contribution / active EE | $5,997 | $4,975+20.5% | $3,919+53.0% | $4,761+26.0% |
| Participant deferral / active EE | $821 | $5,911-86.1% | $5,048-83.7% | $5,982-86.3% |
| Admin fee / account holder | $145 | $11,736-98.8% | $8,927-98.4% | $11,246-98.7% |