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 9-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 | $19,859 | $167,307-88.1% | $143,757-86.2% | $134,475-85.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.82% | 0.46%-37.3pp | -0.04%-36.8pp | 417.96%-454.8pp |
| Employer contribution / active EE | $1,489 | $5,619-73.5% | $4,951-69.9% | $4,740-68.6% |
| Participant deferral / active EE | $403 | $6,446-93.8% | $5,637-92.9% | $6,400-93.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |