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 9-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 | $13,056 | $85,022-84.6% | $70,515-81.5% | $139,434-90.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 2.89% | 30.38%-27.5pp | 32.77%-29.9pp | 372.94%-370.1pp |
| Employer contribution / active EE | $2,385 | $3,909-39.0% | $2,973-19.8% | $4,751-49.8% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,710-100.0% |
| Admin fee / account holder | $289 | $8,906-96.7% | $6,412-95.5% | $11,403-97.5% |