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 | $141,417 | $138,044+2.4% | $125,339+12.8% | $134,475+5.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -25.09% | 750.33%-775.4pp | 572.05%-597.1pp | 417.96%-443.1pp |
| Employer contribution / active EE | $1,892 | $5,243-63.9% | $4,814-60.7% | $4,740-60.1% |
| Participant deferral / active EE | $1,906 | $7,799-75.6% | $7,446-74.4% | $6,400-70.2% |
| Admin fee / account holder | -$170 | $11,571-101.5% | $10,010-101.7% | $11,426-101.5% |