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 | $71,602 | $124,281-42.4% | $109,143-34.4% | $167,490-57.3% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.8pp |
| Annual return | 6.35% | 26.04%-19.7pp | 25.75%-19.4pp | 478.56%-472.2pp |
| Employer contribution / active EE | $543 | $4,207-87.1% | $3,722-85.4% | $4,837-88.8% |
| Participant deferral / active EE | $3,177 | $5,255-39.5% | $4,653-31.7% | $6,341-49.9% |
| Admin fee / account holder | $124 | $7,970-98.5% | $6,752-98.2% | $12,309-99.0% |