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 9-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 | $181,525 | $157,256+15.4% | $141,162+28.6% | $152,861+18.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.57% | 64.32%-58.8pp | 71.39%-65.8pp | 345.32%-339.8pp |
| Employer contribution / active EE | $6,512 | $5,261+23.8% | $4,735+37.5% | $4,762+36.7% |
| Participant deferral / active EE | $2,130 | $7,109-70.0% | $6,709-68.2% | $5,850-63.6% |
| Admin fee / account holder | $219 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |