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 6-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 | $122,423 | $148,534-17.6% | $135,903-9.9% | $139,434-12.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.76% | 79.19%-71.4pp | 68.23%-60.5pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,195 | $5,243-58.1% | $4,856-54.8% | $4,751-53.8% |
| Participant deferral / active EE | $1,582 | $8,100-80.5% | $7,758-79.6% | $6,710-76.4% |
| Admin fee / account holder | $47 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |