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 | $95,067 | $183,963-48.3% | $162,163-41.4% | $152,861-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.60% | 150.76%-138.2pp | 115.59%-103.0pp | 345.32%-332.7pp |
| Employer contribution / active EE | $1,385 | $6,371-78.3% | $5,614-75.3% | $4,762-70.9% |
| Participant deferral / active EE | $8,010 | $8,034-0.3% | $7,298+9.8% | $5,850+36.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |