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 | $47,336 | $156,846-69.8% | $121,098-60.9% | $139,434-66.1% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 8.86% | 1474.56%-1465.7pp | 985.75%-976.9pp | 372.94%-364.1pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,300 | $4,844-73.2% | $4,080-68.1% | $6,710-80.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |