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 | $35,061 | $171,865-79.6% | $149,718-76.6% | $147,584-76.2% |
| Participation rate | 84.2% | 88.2%-4.0pp | 87.1%-2.9pp | 82.8%+1.4pp |
| Annual return | 8.58% | 2113.22%-2104.6pp | 1501.63%-1493.0pp | 578.55%-570.0pp |
| Employer contribution / active EE | $2,497 | $6,275-60.2% | $5,445-54.1% | $4,876-48.8% |
| Participant deferral / active EE | $1,830 | $7,271-74.8% | $6,569-72.1% | $5,439-66.4% |
| Admin fee / account holder | $202 | $13,799-98.5% | $11,283-98.2% | $10,885-98.1% |