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 | $53,888 | $89,753-40.0% | $107,525-49.9% | $84,808-36.5% |
| Participation rate | 87.1% | 68.1%+19.0pp | 75.1%+12.0pp | 68.3%+18.8pp |
| Annual return | 10.79% | 29.48%-18.7pp | 181.32%-170.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $571 | $3,113-81.7% | $3,754-84.8% | $2,631-78.3% |
| Participant deferral / active EE | $2,871 | $4,056-29.2% | $5,116-43.9% | $4,212-31.8% |
| Admin fee / account holder | $227 | $7,222-96.9% | $8,919-97.5% | $7,344-96.9% |