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 9-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 | $53,514 | $133,958-60.1% | $112,228-52.3% | $134,475-60.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.45% | 47.11%-70.6pp | 27.45%-50.9pp | 417.96%-441.4pp |
| Employer contribution / active EE | $908 | $4,038-77.5% | $3,635-75.0% | $4,740-80.8% |
| Participant deferral / active EE | $908 | $5,291-82.8% | $4,728-80.8% | $6,400-85.8% |
| Admin fee / account holder | $30 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |