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 | $27,953 | $99,032-71.8% | $80,019-65.1% | $135,375-79.4% |
| Participation rate | 86.7% | 78.4%+8.3pp | 75.8%+10.8pp | 82.6%+4.0pp |
| Annual return | -10.42% | 15.39%-25.8pp | 11.22%-21.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $650 | $3,043-78.7% | $2,468-73.7% | $4,779-86.4% |
| Participant deferral / active EE | $801 | $4,282-81.3% | $3,686-78.3% | $5,609-85.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |