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 | $76,976 | $217,402-64.6% | $185,823-58.6% | $167,490-54.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.98% | 148.36%-144.4pp | 122.05%-118.1pp | 478.56%-474.6pp |
| Employer contribution / active EE | $262 | $5,873-95.5% | $5,167-94.9% | $4,837-94.6% |
| Participant deferral / active EE | $5,123 | $6,356-19.4% | $5,568-8.0% | $6,341-19.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |