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 | $78,775 | $197,591-60.1% | $177,821-55.7% | $158,922-50.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -7.87% | 58.76%-66.6pp | 48.32%-56.2pp | 302.83%-310.7pp |
| Employer contribution / active EE | $9,390 | $6,697+40.2% | $5,918+58.7% | $4,761+97.2% |
| Participant deferral / active EE | $1,019 | $8,405-87.9% | $7,714-86.8% | $5,982-83.0% |
| Admin fee / account holder | $25 | $15,399-99.8% | $12,427-99.8% | $11,246-99.8% |