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 | $108,382 | $175,202-38.1% | $149,673-27.6% | $139,434-22.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 9.81% | 166.71%-156.9pp | 134.42%-124.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,531 | $5,474-72.0% | $4,818-68.2% | $4,751-67.8% |
| Participant deferral / active EE | $729 | $6,519-88.8% | $5,680-87.2% | $6,710-89.1% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |