Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $93,905 | $149,040-37.0% | $120,225-21.9% | $137,256-31.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | -7.05% | 605.68%-612.7pp | 439.23%-446.3pp | 220.34%-227.4pp |
| Employer contribution / active EE | $96 | $4,350-97.8% | $3,475-97.2% | $4,156-97.7% |
| Participant deferral / active EE | $96 | $4,655-97.9% | $3,999-97.6% | $6,407-98.5% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |