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 7-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 | $29,416 | $138,044-78.7% | $125,339-76.5% | $134,475-78.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.29% | 750.33%-775.6pp | 572.05%-597.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $4,414 | $5,243-15.8% | $4,814-8.3% | $4,740-6.9% |
| Participant deferral / active EE | $2,453 | $7,799-68.6% | $7,446-67.1% | $6,400-61.7% |
| Admin fee / account holder | $52 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |