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 | $26,192 | $215,361-87.8% | $171,082-84.7% | $273,961-90.4% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | -4.08% | 25.14%-29.2pp | 32.56%-36.6pp | 41.45%-45.5pp |
| Employer contribution / active EE | $2,783 | $4,967-44.0% | $4,002-30.5% | $4,869-42.8% |
| Participant deferral / active EE | $153 | $5,543-97.2% | $4,797-96.8% | $5,287-97.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |