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 | $38,297 | $77,634-50.7% | $156,549-75.5% | $62,891-39.1% |
| Participation rate | 85.5% | 71.2%+14.3pp | 84.0%+1.4pp | 69.3%+16.1pp |
| Annual return | -0.69% | 50.32%-51.0pp | 32.23%-32.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $230 | $3,444-93.3% | $5,501-95.8% | $2,281-89.9% |
| Participant deferral / active EE | $2,302 | $3,045-24.4% | $4,871-52.7% | $3,203-28.1% |
| Admin fee / account holder | $257 | $5,561-95.4% | $13,027-98.0% | $4,296-94.0% |