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 | $36,654 | $96,965-62.2% | $97,995-62.6% | $147,584-75.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 0.60% | 24.11%-23.5pp | 23.94%-23.3pp | 578.55%-577.9pp |
| Employer contribution / active EE | $808 | $4,536-82.2% | $4,158-80.6% | $4,876-83.4% |
| Participant deferral / active EE | $1,998 | $5,081-60.7% | $5,097-60.8% | $5,439-63.3% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |