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 8-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 | $24,974 | $127,386-80.4% | $115,037-78.3% | $125,391-80.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.54% | 31.28%-34.8pp | 26.14%-29.7pp | 282.22%-285.8pp |
| Employer contribution / active EE | $946 | $5,166-81.7% | $4,608-79.5% | $4,866-80.6% |
| Participant deferral / active EE | $953 | $6,423-85.2% | $6,026-84.2% | $5,352-82.2% |
| Admin fee / account holder | $47 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |