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 | $66,222 | $111,535-40.6% | $105,223-37.1% | $137,256-51.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.29% | 237.85%-233.6pp | 180.65%-176.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $620 | $3,939-84.3% | $3,689-83.2% | $4,156-85.1% |
| Participant deferral / active EE | $3,100 | $5,500-43.6% | $5,072-38.9% | $6,407-51.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |