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 | $87,658 | $100,970-13.2% | $96,576-9.2% | $137,256-36.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | -9.58% | 38.16%-47.7pp | 38.47%-48.1pp | 220.34%-229.9pp |
| Employer contribution / active EE | $720 | $3,809-81.1% | $3,553-79.7% | $4,156-82.7% |
| Participant deferral / active EE | $720 | $8,286-91.3% | $7,956-91.0% | $6,407-88.8% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |