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 | $114,257 | $72,277+58.1% | $101,248+12.8% | $79,858+43.1% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 3.68% | 22.30%-18.6pp | 46.47%-42.8pp | 31.71%-28.0pp |
| Employer contribution / active EE | $7,209 | $2,692+167.8% | $3,660+97.0% | $2,471+191.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $59 | $4,400-98.7% | $5,945-99.0% | $5,306-98.9% |