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 | $37,984 | $129,942-70.8% | $104,294-63.6% | $134,475-71.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -23.97% | 42.03%-66.0pp | 24.61%-48.6pp | 417.96%-441.9pp |
| Employer contribution / active EE | $2,307 | $4,184-44.9% | $3,372-31.6% | $4,740-51.3% |
| Participant deferral / active EE | $1,243 | $5,588-77.8% | $4,625-73.1% | $6,400-80.6% |
| Admin fee / account holder | $10 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |