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 | $89,232 | $177,572-49.7% | $154,803-42.4% | $142,382-37.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.78% | 65.07%-55.3pp | 58.88%-49.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | -$1,328 | $4,810-127.6% | $4,305-130.8% | $4,299-130.9% |
| Participant deferral / active EE | $3,046 | $6,272-51.4% | $5,540-45.0% | $6,507-53.2% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |