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 | $38,084 | $165,335-77.0% | $149,696-74.6% | $158,922-76.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.54% | 348.15%-346.6pp | 276.60%-275.1pp | 302.83%-301.3pp |
| Employer contribution / active EE | $691 | $5,103-86.5% | $4,644-85.1% | $4,761-85.5% |
| Participant deferral / active EE | $12,923 | $7,181+80.0% | $6,842+88.9% | $5,982+116.0% |
| Admin fee / account holder | $41 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |