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 | $79,563 | $138,044-42.4% | $125,339-36.5% | $134,475-40.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -26.14% | 750.33%-776.5pp | 572.05%-598.2pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,083 | $5,243-60.3% | $4,814-56.7% | $4,740-56.1% |
| Participant deferral / active EE | $2,285 | $7,799-70.7% | $7,446-69.3% | $6,400-64.3% |
| Admin fee / account holder | $48 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |