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 | $69,362 | $138,065-49.8% | $123,544-43.9% | $135,375-48.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.54% | 153.68%-164.2pp | 119.20%-129.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $16,625 | $5,151+222.7% | $4,628+259.2% | $4,779+247.9% |
| Participant deferral / active EE | $743 | $6,799-89.1% | $6,426-88.4% | $5,609-86.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |