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 | $56,576 | $153,772-63.2% | $133,980-57.8% | $273,961-79.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -14.82% | 36.51%-51.3pp | 29.30%-44.1pp | 41.45%-56.3pp |
| Employer contribution / active EE | $16,667 | $6,029+176.4% | $5,211+219.8% | $4,869+242.3% |
| Participant deferral / active EE | $800 | $6,958-88.5% | $6,282-87.3% | $5,287-84.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |