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 4-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 | $9,421 | $92,703-89.8% | $82,719-88.6% | $134,475-93.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -52.18% | 944.92%-997.1pp | 701.18%-753.4pp | 417.96%-470.1pp |
| Employer contribution / active EE | $1,171 | $3,274-64.2% | $3,009-61.1% | $4,740-75.3% |
| Participant deferral / active EE | $312 | $4,802-93.5% | $4,395-92.9% | $6,400-95.1% |
| Admin fee / account holder | $105 | $5,983-98.2% | $5,329-98.0% | $11,426-99.1% |