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 | $132,634-48.5% | $115,768-41.0% | $137,256-50.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | -15.62% | 160.70%-176.3pp | 100.46%-116.1pp | 220.34%-236.0pp |
| Employer contribution / active EE | $1,241 | $3,360-63.1% | $2,940-57.8% | $4,156-70.1% |
| Participant deferral / active EE | $1,228 | $5,619-78.1% | $4,917-75.0% | $6,407-80.8% |
| Admin fee / account holder | $278 | $15,028-98.2% | $12,439-97.8% | $12,270-97.7% |