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 8-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 | $36,946 | $202,318-81.7% | $172,739-78.6% | $152,861-75.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 5.51% | 1029.65%-1024.1pp | 802.84%-797.3pp | 345.32%-339.8pp |
| Employer contribution / active EE | $13,477 | $5,856+130.1% | $5,143+162.1% | $4,762+183.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $130 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |