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 9-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 | $25,254 | $138,065-81.7% | $123,544-79.6% | $135,375-81.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.39% | 153.68%-164.1pp | 119.20%-129.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $7,410 | $5,151+43.8% | $4,628+60.1% | $4,779+55.1% |
| Participant deferral / active EE | $2,172 | $6,799-68.1% | $6,426-66.2% | $5,609-61.3% |
| Admin fee / account holder | $213 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |