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 9-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 | $23,106 | $167,307-86.2% | $143,757-83.9% | $134,475-82.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -89.25% | 0.46%-89.7pp | -0.04%-89.2pp | 417.96%-507.2pp |
| Employer contribution / active EE | $5,733 | $5,619+2.0% | $4,951+15.8% | $4,740+21.0% |
| Participant deferral / active EE | $1,971 | $6,446-69.4% | $5,637-65.0% | $6,400-69.2% |
| Admin fee / account holder | $15 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |