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 | $76,979 | $165,984-53.6% | $164,813-53.3% | $145,922-47.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | -12.32% | 100.03%-112.4pp | 69.93%-82.3pp | 561.29%-573.6pp |
| Employer contribution / active EE | $1,517 | $5,273-71.2% | $4,341-65.0% | $4,660-67.4% |
| Participant deferral / active EE | $280 | $6,959-96.0% | $6,031-95.4% | $6,688-95.8% |
| Admin fee / account holder | $286 | $16,648-98.3% | $12,690-97.7% | $13,397-97.9% |