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 | $68,266 | $133,922-49.0% | $116,228-41.3% | $142,382-52.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | -15.62% | 147.76%-163.4pp | 90.06%-105.7pp | 217.08%-232.7pp |
| Employer contribution / active EE | $1,241 | $3,446-64.0% | $2,994-58.6% | $4,299-71.1% |
| Participant deferral / active EE | $1,228 | $5,672-78.3% | $4,953-75.2% | $6,507-81.1% |
| Admin fee / account holder | $278 | $14,945-98.1% | $11,989-97.7% | $12,624-97.8% |