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 | $73,385 | $171,865-57.3% | $149,718-51.0% | $147,584-50.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 4.95% | 2113.22%-2108.3pp | 1501.63%-1496.7pp | 578.55%-573.6pp |
| Employer contribution / active EE | $669 | $6,275-89.3% | $5,445-87.7% | $4,876-86.3% |
| Participant deferral / active EE | $3,106 | $7,271-57.3% | $6,569-52.7% | $5,439-42.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |