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 | $43,752 | $185,822-76.5% | $169,993-74.3% | $139,434-68.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 9.72% | 60.50%-50.8pp | 53.37%-43.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,187 | $7,590-84.4% | $6,785-82.5% | $4,751-75.0% |
| Participant deferral / active EE | $3,756 | $11,622-67.7% | $10,408-63.9% | $6,710-44.0% |
| Admin fee / account holder | $203 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |