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 | $120,794 | $152,587-20.8% | $125,175-3.5% | $152,861-21.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -6.15% | 54.84%-61.0pp | 43.79%-49.9pp | 345.32%-351.5pp |
| Employer contribution / active EE | $14,189 | $4,946+186.9% | $3,865+267.1% | $4,762+197.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $53 | $13,434-99.6% | $9,702-99.5% | $11,596-99.5% |