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 | $59,762 | $138,065-56.7% | $123,544-51.6% | $135,375-55.9% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -9.24% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,350 | $5,151-73.8% | $4,628-70.8% | $4,779-71.8% |
| Participant deferral / active EE | $1,730 | $6,799-74.6% | $6,426-73.1% | $5,609-69.2% |
| Admin fee / account holder | $2 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |