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 6-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 | $30,552 | $133,958-77.2% | $112,228-72.8% | $134,475-77.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -30.86% | 47.11%-78.0pp | 27.45%-58.3pp | 417.96%-448.8pp |
| Employer contribution / active EE | $1,160 | $4,038-71.3% | $3,635-68.1% | $4,740-75.5% |
| Participant deferral / active EE | $1,345 | $5,291-74.6% | $4,728-71.6% | $6,400-79.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |