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 4-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 | $26,213 | $87,166-69.9% | $76,735-65.8% | $137,256-80.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | -93.71% | 26.50%-120.2pp | 29.77%-123.5pp | 220.34%-314.1pp |
| Employer contribution / active EE | $592 | $2,904-79.6% | $2,454-75.9% | $4,156-85.8% |
| Participant deferral / active EE | $698 | $4,726-85.2% | $4,088-82.9% | $6,407-89.1% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |