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 | $51,745 | $202,318-74.4% | $172,739-70.0% | $152,861-66.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.64% | 1029.65%-1029.0pp | 802.84%-802.2pp | 345.32%-344.7pp |
| Employer contribution / active EE | $566 | $5,856-90.3% | $5,143-89.0% | $4,762-88.1% |
| Participant deferral / active EE | $3,341 | $5,948-43.8% | $5,198-35.7% | $5,850-42.9% |
| Admin fee / account holder | $154 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |