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 | $67,711 | $183,963-63.2% | $162,163-58.2% | $152,861-55.7% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | -0.68% | 150.76%-151.4pp | 115.59%-116.3pp | 345.32%-346.0pp |
| Employer contribution / active EE | $3,077 | $6,371-51.7% | $5,614-45.2% | $4,762-35.4% |
| Participant deferral / active EE | $1,933 | $8,034-75.9% | $7,298-73.5% | $5,850-67.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |