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 4-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 | $40,624 | $115,770-64.9% | $101,248-59.9% | $158,922-74.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.07% | 56.14%-49.1pp | 46.47%-39.4pp | 302.83%-295.8pp |
| Employer contribution / active EE | $157 | $4,175-96.2% | $3,660-95.7% | $4,761-96.7% |
| Participant deferral / active EE | $3,527 | $4,957-28.9% | $4,370-19.3% | $5,982-41.0% |
| Admin fee / account holder | $130 | $7,245-98.2% | $5,945-97.8% | $11,246-98.8% |