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 | $22,938 | $167,307-86.3% | $143,757-84.0% | $134,475-82.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -24.76% | 0.46%-25.2pp | -0.04%-24.7pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,208 | $5,619-78.5% | $4,951-75.6% | $4,740-74.5% |
| Participant deferral / active EE | $1,668 | $6,446-74.1% | $5,637-70.4% | $6,400-73.9% |
| Admin fee / account holder | $8 | $18,088-100.0% | $14,673-99.9% | $11,426-99.9% |