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 | $15,301 | $85,202-82.0% | $172,739-91.1% | $72,985-79.0% |
| Participation rate | 95.8% | 70.1%+25.8pp | 82.6%+13.2pp | 69.5%+26.3pp |
| Annual return | 5.42% | 27.32%-21.9pp | 802.84%-797.4pp | 81.00%-75.6pp |
| Employer contribution / active EE | $333 | $3,324-90.0% | $5,143-93.5% | $2,440-86.3% |
| Participant deferral / active EE | $1,722 | $3,260-47.2% | $5,198-66.9% | $3,607-52.3% |
| Admin fee / account holder | $239 | $5,884-95.9% | $13,954-98.3% | $5,124-95.3% |