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 | $59,417 | $159,901-62.8% | $146,958-59.6% | $145,922-59.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.07% | 98.13%-94.1pp | 418.34%-414.3pp | 561.29%-557.2pp |
| Employer contribution / active EE | $587 | $5,286-88.9% | $4,933-88.1% | $4,660-87.4% |
| Participant deferral / active EE | $16,550 | $8,428+96.4% | $8,070+105.1% | $6,688+147.5% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |