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 | $153,960 | $78,422+96.3% | $95,952+60.5% | $79,858+92.8% |
| Participation rate | 94.3% | 73.5%+20.8pp | 77.1%+17.2pp | 69.6%+24.7pp |
| Annual return | 5.36% | 19.37%-14.0pp | 91.61%-86.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $10,313 | $1,945+430.2% | $2,541+305.9% | $2,471+317.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $126 | $5,622-97.8% | $6,795-98.2% | $5,306-97.6% |