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 | $28,007 | $111,724-74.9% | $93,606-70.1% | $145,922-80.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -5.51% | 202.98%-208.5pp | 133.20%-138.7pp | 561.29%-566.8pp |
| Employer contribution / active EE | $9,555 | $3,090+209.3% | $2,420+294.9% | $4,660+105.1% |
| Participant deferral / active EE | $482 | $4,912-90.2% | $4,411-89.1% | $6,688-92.8% |
| Admin fee / account holder | $57 | $10,250-99.4% | $8,285-99.3% | $13,397-99.6% |