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 | $24,999 | $138,065-81.9% | $123,544-79.8% | $135,375-81.5% |
| Participation rate | 76.2% | 84.7%-8.5pp | 82.3%-6.1pp | 82.6%-6.5pp |
| Annual return | -14.95% | 153.68%-168.6pp | 119.20%-134.1pp | 519.73%-534.7pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,231 | $6,799+65.2% | $6,426+74.8% | $5,609+100.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |