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 | $26,050 | $157,256-83.4% | $141,162-81.5% | $152,861-83.0% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 6.61% | 64.32%-57.7pp | 71.39%-64.8pp | 345.32%-338.7pp |
| Employer contribution / active EE | $1,006 | $5,261-80.9% | $4,735-78.7% | $4,762-78.9% |
| Participant deferral / active EE | $1,649 | $7,109-76.8% | $6,709-75.4% | $5,850-71.8% |
| Admin fee / account holder | $84 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |