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 | $9,274 | $54,350-82.9% | $82,719-88.8% | $68,494-86.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -22.39% | -13.67%-8.7pp | 701.18%-723.6pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,199 | $2,218-45.9% | $3,009-60.1% | $2,596-53.8% |
| Participant deferral / active EE | $387 | $3,246-88.1% | $4,395-91.2% | $4,027-90.4% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |