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 | $32,807 | $135,635-75.8% | $110,238-70.2% | $135,375-75.8% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -9.90% | 513.19%-523.1pp | 314.74%-324.6pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,042 | $4,906-78.8% | $3,826-72.8% | $4,779-78.2% |
| Participant deferral / active EE | $1,172 | $5,506-78.7% | $4,672-74.9% | $5,609-79.1% |
| Admin fee / account holder | $36 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |