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 | $85,767 | $167,307-48.7% | $143,757-40.3% | $134,475-36.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.68% | 0.46%-22.1pp | -0.04%-21.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,493 | $5,619-73.4% | $4,951-69.9% | $4,740-68.5% |
| Participant deferral / active EE | $1,059 | $6,446-83.6% | $5,637-81.2% | $6,400-83.5% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |