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 | $0 | $99,020-100.0% | $86,590-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 5.73% | 1312.34%-1306.6pp | 964.84%-959.1pp | 578.55%-572.8pp |
| Employer contribution / active EE | $4,667 | $3,132+49.0% | $2,839+64.4% | $4,876-4.3% |
| Participant deferral / active EE | $402 | $3,972-89.9% | $3,609-88.9% | $5,439-92.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |