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 7-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 | $144,054 | $112,096+28.5% | $95,952+50.1% | $158,922-9.4% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | -20.73% | 171.09%-191.8pp | 91.61%-112.3pp | 302.83%-323.6pp |
| Employer contribution / active EE | $641 | $3,198-79.9% | $2,541-74.8% | $4,761-86.5% |
| Participant deferral / active EE | $842 | $4,784-82.4% | $4,167-79.8% | $5,982-85.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |