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 | $87,555 | $46,553+88.1% | $64,056+36.7% | $75,163+16.5% |
| Participation rate | 86.2% | 65.9%+20.3pp | 72.3%+13.9pp | 67.2%+19.0pp |
| Annual return | 10.92% | 26.03%-15.1pp | 33.69%-22.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,161 | $2,837+11.4% | $3,880-18.5% | $4,125-23.4% |
| Admin fee / account holder | $229 | $2,952-92.2% | $3,068-92.5% | $5,651-96.0% |