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 6-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 | $11,825 | $133,958-91.2% | $112,228-89.5% | $134,475-91.2% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -24.48% | 47.11%-71.6pp | 27.45%-51.9pp | 417.96%-442.4pp |
| Employer contribution / active EE | $8,641 | $4,038+114.0% | $3,635+137.7% | $4,740+82.3% |
| Participant deferral / active EE | $1,324 | $5,291-75.0% | $4,728-72.0% | $6,400-79.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |