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 5-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 | $72,740 | $154,365-52.9% | $130,231-44.1% | $139,434-47.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | -67.60% | 30.34%-97.9pp | 38.77%-106.4pp | 372.94%-440.5pp |
| Employer contribution / active EE | $1,332 | $5,170-74.2% | $4,126-67.7% | $4,751-72.0% |
| Participant deferral / active EE | $434 | $8,498-94.9% | $6,799-93.6% | $6,710-93.5% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |