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 | $35,391 | $105,998-66.6% | $92,233-61.6% | $147,584-76.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 2.61% | 50.05%-47.4pp | 176.28%-173.7pp | 578.55%-575.9pp |
| Employer contribution / active EE | $479 | $4,333-88.9% | $3,679-87.0% | $4,876-90.2% |
| Participant deferral / active EE | $1,580 | $4,478-64.7% | $3,897-59.5% | $5,439-71.0% |
| Admin fee / account holder | $299 | $6,332-95.3% | $5,194-94.2% | $10,885-97.3% |