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 | $26,075 | $106,890-75.6% | $84,015-69.0% | $152,861-82.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.22% | 104.99%-104.8pp | 71.31%-71.1pp | 345.32%-345.1pp |
| Employer contribution / active EE | $3,070 | $2,734+12.3% | $1,983+54.8% | $4,762-35.5% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $148 | $8,285-98.2% | $6,101-97.6% | $11,596-98.7% |