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 5-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 | $38,130 | $177,572-78.5% | $154,803-75.4% | $142,382-73.2% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 1.66% | 65.07%-63.4pp | 58.88%-57.2pp | 217.08%-215.4pp |
| Employer contribution / active EE | $820 | $4,810-82.9% | $4,305-80.9% | $4,299-80.9% |
| Participant deferral / active EE | $4,711 | $6,272-24.9% | $5,540-15.0% | $6,507-27.6% |
| Admin fee / account holder | $16 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |