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 | $26,885 | $71,809-62.6% | $61,048-56.0% | $152,861-82.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 8.38% | 29.74%-21.4pp | 26.18%-17.8pp | 345.32%-336.9pp |
| Employer contribution / active EE | $2,728 | $4,545-40.0% | $3,716-26.6% | $4,762-42.7% |
| Participant deferral / active EE | $1,089 | $5,467-80.1% | $4,470-75.6% | $5,850-81.4% |
| Admin fee / account holder | $22 | $4,750-99.5% | $3,728-99.4% | $11,596-99.8% |