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 9-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 | $68,841 | $102,966-33.1% | $90,281-23.7% | $152,861-55.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.72% | 95.16%-90.4pp | 78.10%-73.4pp | 345.32%-340.6pp |
| Employer contribution / active EE | $148 | $3,139-95.3% | $2,854-94.8% | $4,762-96.9% |
| Participant deferral / active EE | $12,994 | $4,281+203.5% | $3,885+234.4% | $5,850+122.1% |
| Admin fee / account holder | $24 | $6,171-99.6% | $5,351-99.6% | $11,596-99.8% |