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 | $18,800 | $97,044-80.6% | $83,333-77.4% | $135,375-86.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.85% | 12.31%-27.2pp | 10.63%-25.5pp | 519.73%-534.6pp |
| Employer contribution / active EE | $8,795 | $4,143+112.3% | $3,379+160.3% | $4,779+84.0% |
| Participant deferral / active EE | $1,035 | $5,964-82.6% | $5,565-81.4% | $5,609-81.5% |
| Admin fee / account holder | $79 | $8,380-99.1% | $7,510-99.0% | $10,827-99.3% |