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 | $99,542 | $106,515-6.5% | $96,683+3.0% | $139,434-28.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -8.50% | 38.43%-46.9pp | 35.69%-44.2pp | 372.94%-381.4pp |
| Employer contribution / active EE | $5,545 | $4,103+35.1% | $3,737+48.4% | $4,751+16.7% |
| Participant deferral / active EE | $300 | $5,454-94.5% | $4,878-93.9% | $6,710-95.5% |
| Admin fee / account holder | $26 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |