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 | $18,963 | $73,515-74.2% | $62,995-69.9% | $147,584-87.2% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.8%+21.0pp | 82.8%+13.0pp |
| Annual return | 8.18% | 175.43%-167.2pp | 87.57%-79.4pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,098 | $3,320-66.9% | $2,759-60.2% | $4,876-77.5% |
| Participant deferral / active EE | $589 | $4,185-85.9% | $3,329-82.3% | $5,439-89.2% |
| Admin fee / account holder | $182 | $5,953-96.9% | $3,600-94.9% | $10,885-98.3% |