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 | $99,659 | $99,6400% | $86,436+15.3% | $134,475-25.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -37.17% | 6782.58%-6819.7pp | 4394.89%-4432.1pp | 417.96%-455.1pp |
| Employer contribution / active EE | $1,399 | $4,400-68.2% | $3,769-62.9% | $4,740-70.5% |
| Participant deferral / active EE | $1,816 | $7,246-74.9% | $6,952-73.9% | $6,400-71.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |