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 9-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 | $137,070 | $88,710+54.5% | $81,783+67.6% | $145,959-6.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -5.71% | 1027.26%-1033.0pp | 775.05%-780.8pp | 561.95%-567.7pp |
| Employer contribution / active EE | $500 | $3,083-83.8% | $2,913-82.8% | $4,661-89.3% |
| Participant deferral / active EE | $500 | $4,645-89.2% | $4,320-88.4% | $6,689-92.5% |
| Admin fee / account holder | $65 | $8,407-99.2% | $7,380-99.1% | $13,398-99.5% |