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 | $25,743 | $138,044-81.4% | $125,339-79.5% | $134,475-80.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -25.43% | 750.33%-775.8pp | 572.05%-597.5pp | 417.96%-443.4pp |
| Employer contribution / active EE | $3,247 | $5,243-38.1% | $4,814-32.5% | $4,740-31.5% |
| Participant deferral / active EE | $2,320 | $7,799-70.2% | $7,446-68.8% | $6,400-63.7% |
| Admin fee / account holder | $299 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |