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 | $25,191 | $106,115-76.3% | $85,969-70.7% | $125,391-79.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.82% | 13.93%-17.7pp | 9.32%-13.1pp | 282.22%-286.0pp |
| Employer contribution / active EE | $451 | $4,537-90.1% | $3,474-87.0% | $4,866-90.7% |
| Participant deferral / active EE | $6,857 | $4,859+41.1% | $3,829+79.1% | $5,352+28.1% |
| Admin fee / account holder | $226 | $8,144-97.2% | $6,053-96.3% | $9,540-97.6% |