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 | $101,184 | $167,307-39.5% | $143,757-29.6% | $134,475-24.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -48.90% | 0.46%-49.4pp | -0.04%-48.9pp | 417.96%-466.9pp |
| Employer contribution / active EE | $9,494 | $5,619+69.0% | $4,951+91.8% | $4,740+100.3% |
| Participant deferral / active EE | $520 | $6,446-91.9% | $5,637-90.8% | $6,400-91.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |