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 | $36,336 | $61,660-41.1% | $80,019-54.6% | $64,186-43.4% |
| Participation rate | 96.7% | 71.7%+25.0pp | 75.8%+20.8pp | 69.6%+27.1pp |
| Annual return | -8.02% | -0.33%-7.7pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $218 | $1,810-88.0% | $2,468-91.2% | $2,381-90.8% |
| Participant deferral / active EE | $2,758 | $2,968-7.1% | $3,686-25.2% | $3,470-20.5% |
| Admin fee / account holder | $204 | $5,417-96.2% | $6,521-96.9% | $4,888-95.8% |