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 | $61,207 | $97,044-36.9% | $83,333-26.6% | $135,375-54.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.31% | 12.31%-22.6pp | 10.63%-20.9pp | 519.73%-530.0pp |
| Employer contribution / active EE | $21,851 | $4,143+427.4% | $3,379+546.8% | $4,779+357.3% |
| Participant deferral / active EE | $1,100 | $5,964-81.6% | $5,565-80.2% | $5,609-80.4% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |