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 | $48,249 | $102,966-53.1% | $90,281-46.6% | $152,861-68.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.38% | 95.16%-92.8pp | 78.10%-75.7pp | 345.32%-342.9pp |
| Employer contribution / active EE | $2,063 | $3,139-34.3% | $2,854-27.7% | $4,762-56.7% |
| Participant deferral / active EE | $217 | $4,281-94.9% | $3,885-94.4% | $5,850-96.3% |
| Admin fee / account holder | $13 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |