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 9-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 | $16,585 | $84,233-80.3% | $170,442-90.3% | $70,131-76.4% |
| Participation rate | 74.3% | 70.8%+3.5pp | 83.6%-9.3pp | 69.5%+4.7pp |
| Annual return | 11.80% | 23.06%-11.3pp | 205.93%-194.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,488 | $3,086-19.4% | $4,939-49.6% | $3,332-25.3% |
| Admin fee / account holder | $218 | $5,698-96.2% | $13,880-98.4% | $4,645-95.3% |