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 | $90,690 | $88,707+2.2% | $74,183+22.3% | $273,961-66.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.30% | 11.94%-11.6pp | 17.74%-17.4pp | 41.45%-41.2pp |
| Employer contribution / active EE | $491 | $3,159-84.5% | $2,370-79.3% | $4,869-89.9% |
| Participant deferral / active EE | $1,328 | $4,212-68.5% | $3,550-62.6% | $5,287-74.9% |
| Admin fee / account holder | $8 | $8,717-99.9% | $5,586-99.9% | $10,132-99.9% |