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 7-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 | $24,808 | $104,974-76.4% | $95,585-74.0% | $142,382-82.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | -1.59% | 210.33%-211.9pp | 38.56%-40.1pp | 217.08%-218.7pp |
| Employer contribution / active EE | $299 | $2,779-89.3% | $2,527-88.2% | $4,299-93.1% |
| Participant deferral / active EE | $232 | $4,352-94.7% | $4,023-94.2% | $6,507-96.4% |
| Admin fee / account holder | $72 | $6,386-98.9% | $6,127-98.8% | $12,624-99.4% |