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 7-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 | $23,248 | $105,860-78.0% | $90,749-74.4% | $134,475-82.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.11% | -11.01%-10.1pp | -12.16%-8.9pp | 417.96%-439.1pp |
| Employer contribution / active EE | $8,820 | $3,462+154.8% | $2,921+202.0% | $4,740+86.1% |
| Participant deferral / active EE | $531 | $5,216-89.8% | $4,564-88.4% | $6,400-91.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |