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 | $56,464 | $153,772-63.3% | $133,980-57.9% | $273,961-79.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -7.13% | 36.51%-43.6pp | 29.30%-36.4pp | 41.45%-48.6pp |
| Employer contribution / active EE | $3,704 | $6,029-38.6% | $5,211-28.9% | $4,869-23.9% |
| Participant deferral / active EE | $1,533 | $6,958-78.0% | $6,282-75.6% | $5,287-71.0% |
| Admin fee / account holder | $150 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |