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 | $33,970 | $180,449-81.2% | $154,107-78.0% | $135,375-74.9% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -11.05% | 888.09%-899.1pp | 735.12%-746.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,329 | $6,035-61.4% | $5,298-56.0% | $4,779-51.3% |
| Participant deferral / active EE | $1,635 | $5,806-71.8% | $5,081-67.8% | $5,609-70.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |