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 | $21,719 | $177,572-87.8% | $154,803-86.0% | $142,382-84.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.95% | 65.07%-55.1pp | 58.88%-48.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,586 | $4,810-67.0% | $4,305-63.2% | $4,299-63.1% |
| Participant deferral / active EE | $499 | $6,272-92.0% | $5,540-91.0% | $6,507-92.3% |
| Admin fee / account holder | $293 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |