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 | $19,250 | $56,897-66.2% | $84,750-77.3% | $62,891-69.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.59% | 6.30%-5.7pp | 22.78%-22.2pp | 20.14%-19.5pp |
| Employer contribution / active EE | $172 | $2,400-92.8% | $3,574-95.2% | $2,281-92.5% |
| Participant deferral / active EE | $1,359 | $2,709-49.8% | $3,712-63.4% | $3,203-57.6% |
| Admin fee / account holder | $188 | $3,581-94.8% | $5,332-96.5% | $4,296-95.6% |