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 | $34,750 | $88,707-60.8% | $74,183-53.2% | $273,961-87.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | -0.61% | 11.94%-12.5pp | 17.74%-18.3pp | 41.45%-42.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,206 | $4,212-23.9% | $3,550-9.7% | $5,287-39.4% |
| Admin fee / account holder | $83 | $8,717-99.1% | $5,586-98.5% | $10,132-99.2% |