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 | $194,811 | $157,256+23.9% | $141,162+38.0% | $152,861+27.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.11% | 64.32%-56.2pp | 71.39%-63.3pp | 345.32%-337.2pp |
| Employer contribution / active EE | $1,957 | $5,261-62.8% | $4,735-58.7% | $4,762-58.9% |
| Participant deferral / active EE | $1,250 | $7,109-82.4% | $6,709-81.4% | $5,850-78.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |