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 | $166,969 | $100,852+65.6% | $90,404+84.7% | $158,922+5.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -5.12% | 1724.20%-1729.3pp | 1293.02%-1298.1pp | 302.83%-307.9pp |
| Employer contribution / active EE | $8,694 | $3,689+135.7% | $3,262+166.5% | $4,761+82.6% |
| Participant deferral / active EE | $371 | $4,348-91.5% | $3,963-90.7% | $5,982-93.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |