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 | $31,289 | $101,724-69.2% | $164,813-81.0% | $80,856-61.3% |
| Participation rate | 70.4% | 71.8%-1.5pp | 78.6%-8.2pp | 67.6%+2.7pp |
| Annual return | 4.18% | 16.72%-12.5pp | 69.93%-65.8pp | 35.59%-31.4pp |
| Employer contribution / active EE | $2,695 | $2,953-8.8% | $4,341-37.9% | $2,755-2.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $210 | $8,227-97.4% | $12,690-98.3% | $6,918-97.0% |