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 8-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 | $16,325 | $91,190-82.1% | $178,490-90.9% | $79,858-79.6% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 1.42% | 24.19%-22.8pp | 151.07%-149.6pp | 31.71%-30.3pp |
| Employer contribution / active EE | -$66 | $3,256-102.0% | $5,011-101.3% | $2,471-102.7% |
| Participant deferral / active EE | $1,005 | $3,236-69.0% | $5,202-80.7% | $3,740-73.1% |
| Admin fee / account holder | $17 | $6,751-99.7% | $13,984-99.9% | $5,306-99.7% |