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 9-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 | $175,901 | $154,228+14.1% | $145,433+21.0% | $137,256+28.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 3.60% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $646 | $4,804-86.6% | $4,554-85.8% | $4,156-84.5% |
| Participant deferral / active EE | $7,668 | $8,216-6.7% | $7,897-2.9% | $6,407+19.7% |
| Admin fee / account holder | $174 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |