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 | $87,588 | $167,484-47.7% | $151,611-42.2% | $134,475-34.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -41.33% | 7.80%-49.1pp | 3.33%-44.7pp | 417.96%-459.3pp |
| Employer contribution / active EE | $8,042 | $6,829+17.8% | $6,166+30.4% | $4,740+69.7% |
| Participant deferral / active EE | $2,737 | $8,986-69.5% | $8,363-67.3% | $6,400-57.2% |
| Admin fee / account holder | $221 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |