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 | $15,162 | $73,867-79.5% | $143,757-89.5% | $68,494-77.9% |
| Participation rate | 81.5% | 66.7%+14.8pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -27.61% | 1.01%-28.6pp | -0.04%-27.6pp | -7.84%-19.8pp |
| Employer contribution / active EE | $455 | $3,184-85.7% | $4,951-90.8% | $2,596-82.5% |
| Participant deferral / active EE | $730 | $3,384-78.4% | $5,637-87.0% | $4,027-81.9% |
| Admin fee / account holder | $52 | $5,755-99.1% | $14,673-99.6% | $5,403-99.0% |