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 | $47,667 | $39,122+21.8% | $57,179-16.6% | $62,891-24.2% |
| Participation rate | 81.1% | 70.5%+10.6pp | 75.3%+5.8pp | 69.3%+11.8pp |
| Annual return | -3.12% | 9.23%-12.4pp | 14.59%-17.7pp | 20.14%-23.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,253 | $2,374-47.2% | $3,096-59.5% | $3,203-60.9% |
| Admin fee / account holder | $131 | $2,592-95.0% | $3,139-95.8% | $4,296-97.0% |