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 | $137,566 | $157,256-12.5% | $141,162-2.5% | $152,861-10.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.37% | 64.32%-60.0pp | 71.39%-67.0pp | 345.32%-340.9pp |
| Employer contribution / active EE | $216 | $5,261-95.9% | $4,735-95.4% | $4,762-95.5% |
| Participant deferral / active EE | $12,600 | $7,109+77.2% | $6,709+87.8% | $5,850+115.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |