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 | $54,767 | $83,337-34.3% | $67,834-19.3% | $273,961-80.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.17% | 259.45%-259.3pp | 138.47%-138.3pp | 41.45%-41.3pp |
| Employer contribution / active EE | $798 | $3,287-75.7% | $2,403-66.8% | $4,869-83.6% |
| Participant deferral / active EE | $798 | $4,088-80.5% | $3,160-74.7% | $5,287-84.9% |
| Admin fee / account holder | $6 | $6,752-99.9% | $4,622-99.9% | $10,132-99.9% |