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 | $33,914 | $138,065-75.4% | $123,544-72.5% | $135,375-74.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.49% | 153.68%-169.2pp | 119.20%-134.7pp | 519.73%-535.2pp |
| Employer contribution / active EE | $2,430 | $5,151-52.8% | $4,628-47.5% | $4,779-49.1% |
| Participant deferral / active EE | $1,037 | $6,799-84.8% | $6,426-83.9% | $5,609-81.5% |
| Admin fee / account holder | $197 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |