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 | $33,077 | $91,538-63.9% | $129,995-74.6% | $75,163-56.0% |
| Participation rate | 87.5% | 71.4%+16.1pp | 78.5%+9.0pp | 67.2%+20.3pp |
| Annual return | 4.92% | -631.11%+636.0pp | -137.18%+142.1pp | 160.62%-155.7pp |
| Employer contribution / active EE | $1,342 | $2,845-52.8% | $4,320-68.9% | $2,670-49.7% |
| Participant deferral / active EE | $1,641 | $4,341-62.2% | $5,820-71.8% | $4,125-60.2% |
| Admin fee / account holder | $129 | $6,790-98.1% | $10,614-98.8% | $5,651-97.7% |