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 | $118,085 | $103,376+14.2% | $87,100+35.6% | $152,861-22.7% |
| Participation rate | 70.6% | 79.3%-8.8pp | 76.9%-6.3pp | 82.4%-11.9pp |
| Annual return | 5.23% | 28.10%-22.9pp | 28.19%-23.0pp | 345.32%-340.1pp |
| Employer contribution / active EE | $418 | $3,220-87.0% | $2,521-83.4% | $4,762-91.2% |
| Participant deferral / active EE | $1,995 | $4,778-58.2% | $4,049-50.7% | $5,850-65.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |