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 | $89,735 | $197,591-54.6% | $177,821-49.5% | $158,922-43.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -0.72% | 58.76%-59.5pp | 48.32%-49.0pp | 302.83%-303.6pp |
| Employer contribution / active EE | $2,169 | $6,697-67.6% | $5,918-63.4% | $4,761-54.4% |
| Participant deferral / active EE | $2,169 | $8,405-74.2% | $7,714-71.9% | $5,982-63.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |