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 5-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 | $1,909 | $30,400-93.7% | $53,898-96.5% | $84,808-97.7% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | -22.85% | 500.19%-523.0pp | 528.60%-551.5pp | 40.90%-63.7pp |
| Employer contribution / active EE | $9 | $603-98.6% | $932-99.1% | $2,631-99.7% |
| Participant deferral / active EE | $1,288 | $1,199+7.4% | $1,826-29.5% | $4,212-69.4% |
| Admin fee / account holder | $25 | $1,993-98.8% | $2,491-99.0% | $7,344-99.7% |