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 | $22,579 | $70,756-68.1% | $65,493-65.5% | $142,382-84.1% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 8.69% | 1754.89%-1746.2pp | 982.45%-973.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,410 | $4,637-26.5% | $3,961-13.9% | $6,507-47.6% |
| Admin fee / account holder | $292 | $6,559-95.5% | $5,028-94.2% | $12,624-97.7% |