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 | $75,349 | $183,592-59.0% | $155,567-51.6% | $145,959-48.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 0.37% | 61.24%-60.9pp | 64.74%-64.4pp | 561.95%-561.6pp |
| Employer contribution / active EE | $286 | $5,315-94.6% | $4,674-93.9% | $4,661-93.9% |
| Participant deferral / active EE | $14,375 | $6,464+122.4% | $5,628+155.4% | $6,689+114.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |