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 | $52,922 | $100,852-47.5% | $90,404-41.5% | $158,922-66.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | -12.22% | 1724.20%-1736.4pp | 1293.02%-1305.2pp | 302.83%-315.0pp |
| Employer contribution / active EE | $293 | $3,689-92.0% | $3,262-91.0% | $4,761-93.8% |
| Participant deferral / active EE | $623 | $4,348-85.7% | $3,963-84.3% | $5,982-89.6% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |