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 | $141,570 | $209,411-32.4% | $178,490-20.7% | $158,922-10.9% |
| Participation rate | 95.2% | 86.3%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | -2.14% | 188.75%-190.9pp | 151.07%-153.2pp | 302.83%-305.0pp |
| Employer contribution / active EE | $1,843 | $5,706-67.7% | $5,011-63.2% | $4,761-61.3% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $139 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |