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 | $26,783 | $97,757-72.6% | $83,848-68.1% | $135,375-80.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.23% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $237 | $4,222-94.4% | $3,631-93.5% | $4,779-95.0% |
| Participant deferral / active EE | $2,085 | $4,682-55.5% | $4,082-48.9% | $5,609-62.8% |
| Admin fee / account holder | $160 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |