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 | $158,144 | $109,413+44.5% | $156,263+1.2% | $84,808+86.5% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 10.47% | 20.18%-9.7pp | 59.47%-49.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,090 | $2,907+6.3% | $4,333-28.7% | $2,631+17.4% |
| Participant deferral / active EE | $1,252 | $4,590-72.7% | $6,158-79.7% | $4,212-70.3% |
| Admin fee / account holder | $150 | $9,357-98.4% | $14,255-98.9% | $7,344-98.0% |