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 10-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 | $41,817 | $190,805-78.1% | $159,960-73.9% | $134,475-68.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.06% | 552.23%-575.3pp | 408.60%-431.7pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,652 | $4,995-66.9% | $4,226-60.9% | $4,740-65.1% |
| Participant deferral / active EE | $923 | $6,923-86.7% | $6,182-85.1% | $6,400-85.6% |
| Admin fee / account holder | $15 | $10,471-99.9% | $8,698-99.8% | $11,426-99.9% |