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 | $22,565 | $226,064-90.0% | $182,532-87.6% | $152,861-85.2% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | -0.52% | 192.51%-193.0pp | 148.54%-149.1pp | 345.32%-345.8pp |
| Employer contribution / active EE | $564 | $4,978-88.7% | $4,076-86.2% | $4,762-88.2% |
| Participant deferral / active EE | $1,187 | $6,368-81.4% | $5,524-78.5% | $5,850-79.7% |
| Admin fee / account holder | $8 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |