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.
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 | $28,045 | $228,332-87.7% | $185,823-84.9% | $158,922-82.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.80% | 40.80%-41.6pp | 35.95%-36.8pp | 302.83%-303.6pp |
| Employer contribution / active EE | $153 | $4,967-96.9% | $4,087-96.3% | $4,761-96.8% |
| Participant deferral / active EE | $4,729 | $6,415-26.3% | $5,632-16.0% | $5,982-21.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |