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 | $89,986 | $181,894-50.5% | $156,549-42.5% | $273,961-67.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.34% | 30.74%-28.4pp | 32.23%-29.9pp | 41.45%-39.1pp |
| Employer contribution / active EE | $482 | $6,248-92.3% | $5,501-91.2% | $4,869-90.1% |
| Participant deferral / active EE | $6,600 | $5,550+18.9% | $4,871+35.5% | $5,287+24.8% |
| Admin fee / account holder | $16 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |