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 | $101,012 | $180,449-44.0% | $154,107-34.5% | $135,375-25.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.49% | 888.09%-898.6pp | 735.12%-745.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $7,356 | $6,035+21.9% | $5,298+38.9% | $4,779+53.9% |
| Participant deferral / active EE | $125 | $5,806-97.9% | $5,081-97.5% | $5,609-97.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |