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 | $81,836 | $81,625+0.3% | $167,512-51.1% | $74,304+10.1% |
| Participation rate | 100.0% | 60.0%+40.0pp | 77.1%+22.9pp | 60.3%+39.7pp |
| Annual return | 6.31% | 26.09%-19.8pp | 1615.79%-1609.5pp | 29.43%-23.1pp |
| Employer contribution / active EE | $258 | $2,010-87.2% | $3,882-93.4% | $2,241-88.5% |
| Participant deferral / active EE | $0 | $4,115-100.0% | $6,405-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,474-100.0% | $9,769-100.0% | $2,969-100.0% |