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 | $65,226 | $162,781-59.9% | $133,956-51.3% | $158,922-59.0% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 3.33% | 41.94%-38.6pp | 45.09%-41.8pp | 302.83%-299.5pp |
| Employer contribution / active EE | $1,067 | $4,975-78.5% | $3,919-72.8% | $4,761-77.6% |
| Participant deferral / active EE | $1,322 | $5,911-77.6% | $5,048-73.8% | $5,982-77.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |