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 | $4,657 | $74,888-93.8% | $71,209-93.5% | $142,382-96.7% |
| Participation rate | 77.3% | 76.2%+1.0pp | 73.8%+3.5pp | 80.1%-2.8pp |
| Annual return | 11.41% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,453 | $2,854-49.1% | $2,721-46.6% | $4,299-66.2% |
| Participant deferral / active EE | $146 | $4,454-96.7% | $4,175-96.5% | $6,507-97.7% |
| Admin fee / account holder | $102 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |