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 | $23,778 | $211,958-88.8% | $169,463-86.0% | $135,375-82.4% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -12.66% | 3.26%-15.9pp | 1.83%-14.5pp | 519.73%-532.4pp |
| Employer contribution / active EE | $360 | $5,120-93.0% | $4,159-91.4% | $4,779-92.5% |
| Participant deferral / active EE | $9,198 | $6,075+51.4% | $5,277+74.3% | $5,609+64.0% |
| Admin fee / account holder | $19 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |