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 | $23,396 | $175,202-86.6% | $149,673-84.4% | $139,434-83.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -4.17% | 166.71%-170.9pp | 134.42%-138.6pp | 372.94%-377.1pp |
| Employer contribution / active EE | $2,001 | $5,474-63.4% | $4,818-58.5% | $4,751-57.9% |
| Participant deferral / active EE | $884 | $6,519-86.4% | $5,680-84.4% | $6,710-86.8% |
| Admin fee / account holder | $71 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |