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 | $88,751+54.4% | $81,812+67.5% | $145,922-6.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -5.71% | 1025.40%-1031.1pp | 773.79%-779.5pp | 561.29%-567.0pp |
| Employer contribution / active EE | $500 | $3,083-83.8% | $2,912-82.8% | $4,660-89.3% |
| Participant deferral / active EE | $500 | $4,643-89.2% | $4,319-88.4% | $6,688-92.5% |
| Admin fee / account holder | $65 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |