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 | $24,799 | $96,305-74.2% | $80,569-69.2% | $139,434-82.2% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 10.02% | 1350.08%-1340.1pp | 935.43%-925.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $520 | $3,262-84.1% | $2,723-80.9% | $4,751-89.1% |
| Participant deferral / active EE | $520 | $5,232-90.1% | $4,447-88.3% | $6,710-92.3% |
| Admin fee / account holder | $237 | $6,599-96.4% | $5,377-95.6% | $11,403-97.9% |