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 | $52,255 | $138,065-62.2% | $123,544-57.7% | $135,375-61.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.08% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,728 | $5,151-66.5% | $4,628-62.7% | $4,779-63.8% |
| Participant deferral / active EE | $669 | $6,799-90.2% | $6,426-89.6% | $5,609-88.1% |
| Admin fee / account holder | -$46 | $10,916-100.4% | $9,284-100.5% | $10,827-100.4% |