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 | $46,277 | $180,449-74.4% | $154,107-70.0% | $135,375-65.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -10.29% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,886 | $6,035-68.8% | $5,298-64.4% | $4,779-60.5% |
| Participant deferral / active EE | $823 | $5,806-85.8% | $5,081-83.8% | $5,609-85.3% |
| Admin fee / account holder | $212 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |