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 | $219,882 | $159,602+37.8% | $150,045+46.5% | $142,382+54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.07% | 70.24%-63.2pp | 62.55%-55.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $566 | $4,961-88.6% | $4,693-87.9% | $4,299-86.8% |
| Participant deferral / active EE | $14,188 | $8,310+70.7% | $7,997+77.4% | $6,507+118.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |