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 | $138,171 | $167,484-17.5% | $151,611-8.9% | $134,475+2.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.41% | 7.80%-33.2pp | 3.33%-28.7pp | 417.96%-443.4pp |
| Employer contribution / active EE | $21,196 | $6,829+210.4% | $6,166+243.8% | $4,740+347.2% |
| Participant deferral / active EE | $1,625 | $8,986-81.9% | $8,363-80.6% | $6,400-74.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |