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 | $87,811 | $114,381-23.2% | $107,525-18.3% | $142,382-38.3% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 1.84% | 242.71%-240.9pp | 181.32%-179.5pp | 217.08%-215.2pp |
| Employer contribution / active EE | $734 | $4,015-81.7% | $3,754-80.4% | $4,299-82.9% |
| Participant deferral / active EE | $2,649 | $5,564-52.4% | $5,116-48.2% | $6,507-59.3% |
| Admin fee / account holder | $162 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |