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 | $20,942 | $100,852-79.2% | $90,404-76.8% | $158,922-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -8.76% | 1724.20%-1733.0pp | 1293.02%-1301.8pp | 302.83%-311.6pp |
| Employer contribution / active EE | $355 | $3,689-90.4% | $3,262-89.1% | $4,761-92.5% |
| Participant deferral / active EE | $458 | $4,348-89.5% | $3,963-88.4% | $5,982-92.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |