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 | $166,168 | $209,411-20.6% | $178,490-6.9% | $158,922+4.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.12% | 188.75%-188.9pp | 151.07%-151.2pp | 302.83%-302.9pp |
| Employer contribution / active EE | $3,333 | $5,706-41.6% | $5,011-33.5% | $4,761-30.0% |
| Participant deferral / active EE | $289 | $5,954-95.1% | $5,202-94.4% | $5,982-95.2% |
| Admin fee / account holder | $9 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |