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 | $44,652 | $138,065-67.7% | $123,544-63.9% | $135,375-67.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -9.98% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,222 | $5,151-76.3% | $4,628-73.6% | $4,779-74.4% |
| Participant deferral / active EE | $1,361 | $6,799-80.0% | $6,426-78.8% | $5,609-75.7% |
| Admin fee / account holder | $229 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |