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 7-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 | $43,544 | $209,411-79.2% | $178,490-75.6% | $158,922-72.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.21% | 188.75%-185.5pp | 151.07%-147.9pp | 302.83%-299.6pp |
| Employer contribution / active EE | $3,881 | $5,706-32.0% | $5,011-22.6% | $4,761-18.5% |
| Participant deferral / active EE | $1,336 | $5,954-77.6% | $5,202-74.3% | $5,982-77.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |