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 8-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 | $104,048 | $160,055-35.0% | $140,016-25.7% | $135,375-23.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.05% | 911.38%-921.4pp | 651.12%-661.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $12,188 | $6,420+89.8% | $5,606+117.4% | $4,779+155.0% |
| Participant deferral / active EE | $2,175 | $7,642-71.5% | $6,927-68.6% | $5,609-61.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |