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.
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 | $62,982 | $109,881-42.7% | $150,045-58.0% | $84,808-25.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 3.29% | 28.25%-25.0pp | 62.55%-59.3pp | 40.90%-37.6pp |
| Employer contribution / active EE | $351 | $3,561-90.1% | $4,693-92.5% | $2,631-86.7% |
| Participant deferral / active EE | $3,509 | $6,636-47.1% | $7,997-56.1% | $4,212-16.7% |
| Admin fee / account holder | $110 | $8,568-98.7% | $13,435-99.2% | $7,344-98.5% |