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 | $17,359 | $202,432-91.4% | $169,368-89.8% | $139,434-87.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -8.72% | 531.74%-540.5pp | 405.60%-414.3pp | 372.94%-381.7pp |
| Employer contribution / active EE | $3,225 | $4,692-31.3% | $4,013-19.6% | $4,751-32.1% |
| Participant deferral / active EE | $1,010 | $6,938-85.4% | $6,221-83.8% | $6,710-84.9% |
| Admin fee / account holder | $263 | $10,708-97.5% | $9,003-97.1% | $11,403-97.7% |