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 | $120,386 | $109,327+10.1% | $89,391+34.7% | $158,922-24.2% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 4.62% | 345.68%-341.1pp | 245.62%-241.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,417 | $4,598-25.7% | $3,890-12.2% | $5,982-42.9% |
| Admin fee / account holder | $12 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |