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 | $32,527 | $67,411-51.7% | $91,001-64.3% | $70,131-53.6% |
| Participation rate | 97.8% | 71.4%+26.5pp | 75.6%+22.2pp | 69.5%+28.3pp |
| Annual return | -7.51% | -40.16%+32.7pp | 4.60%-12.1pp | 73.14%-80.6pp |
| Employer contribution / active EE | $8,942 | $1,786+400.7% | $2,456+264.1% | $2,342+281.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $236 | $4,236-94.4% | $5,417-95.6% | $4,645-94.9% |