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 | $106,584-17.8% | $101,326-13.5% | $142,382-38.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | -9.58% | 36.93%-46.5pp | 36.82%-46.4pp | 217.08%-226.7pp |
| Employer contribution / active EE | $720 | $3,956-81.8% | $3,665-80.4% | $4,299-83.3% |
| Participant deferral / active EE | $720 | $8,297-91.3% | $7,994-91.0% | $6,507-88.9% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |