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 7-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 | $0 | $55,636-100.0% | $81,983-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 62.3%-62.3pp | 69.2%-69.2pp | 70.7%-70.7pp |
| Annual return | -9.33% | 19.07%-28.4pp | 41.31%-50.6pp | 28.51%-37.8pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $745 | $2,762-73.0% | $3,722-80.0% | $3,740-80.1% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |