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 3-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 | $27,997 | $99,877-72.0% | $84,966-67.0% | $145,922-80.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 6.83% | 83.76%-76.9pp | 66.38%-59.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $305 | $3,231-90.6% | $2,727-88.8% | $4,660-93.5% |
| Participant deferral / active EE | $7,625 | $5,291+44.1% | $4,519+68.7% | $6,688+14.0% |
| Admin fee / account holder | $190 | $7,248-97.4% | $6,149-96.9% | $13,397-98.6% |