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 | $108,645 | $62,586+73.6% | $76,768+41.5% | $64,186+69.3% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | -27.70% | -1.95%-25.8pp | 2.43%-30.1pp | 7.63%-35.3pp |
| Employer contribution / active EE | $8,326 | $1,832+354.5% | $2,485+235.0% | $2,381+249.7% |
| Participant deferral / active EE | $1,125 | $3,145-64.2% | $3,852-70.8% | $3,470-67.6% |
| Admin fee / account holder | $124 | $4,667-97.3% | $6,675-98.1% | $4,888-97.5% |