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 | $65,325 | $73,004-10.5% | $90,749-28.0% | $68,494-4.6% |
| Participation rate | 77.4% | 70.8%+6.6pp | 75.7%+1.7pp | 67.9%+9.5pp |
| Annual return | -19.33% | -13.81%-5.5pp | -12.16%-7.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $391 | $2,193-82.2% | $2,921-86.6% | $2,596-84.9% |
| Participant deferral / active EE | $2,542 | $3,627-29.9% | $4,564-44.3% | $4,027-36.9% |
| Admin fee / account holder | $72 | $5,896-98.8% | $8,445-99.2% | $5,403-98.7% |