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.
Employer 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 | $112,342 | $72,012+56.0% | $185,823-39.5% | $79,858+40.7% |
| Participation rate | 70.6% | 65.8%+4.8pp | 78.0%-7.4pp | 69.6%+1.0pp |
| Annual return | 11.01% | 23.12%-12.1pp | 35.95%-24.9pp | 31.71%-20.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,671 | $3,779-2.9% | $5,632-34.8% | $3,740-1.9% |
| Admin fee / account holder | $78 | $4,513-98.3% | $9,500-99.2% | $5,306-98.5% |