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 4-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.
Employer 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 | $75,349 | $183,519-58.9% | $155,509-51.5% | $145,922-48.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 0.37% | 61.17%-60.8pp | 64.67%-64.3pp | 561.29%-560.9pp |
| Employer contribution / active EE | $286 | $5,313-94.6% | $4,672-93.9% | $4,660-93.9% |
| Participant deferral / active EE | $14,375 | $6,462+122.4% | $5,626+155.5% | $6,688+114.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |