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 5-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 | $20,694 | $105,126-80.3% | $94,646-78.1% | $139,434-85.2% |
| Participation rate | 86.4% | 82.4%+4.0pp | 80.8%+5.5pp | 80.3%+6.0pp |
| Annual return | 8.83% | 38.03%-29.2pp | 156.71%-147.9pp | 372.94%-364.1pp |
| Employer contribution / active EE | $5,816 | $4,106+41.7% | $3,672+58.4% | $4,751+22.4% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |