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 9-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 | $89,368 | $159,602-44.0% | $150,045-40.4% | $142,382-37.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 6.59% | 70.24%-63.6pp | 62.55%-56.0pp | 217.08%-210.5pp |
| Employer contribution / active EE | $217 | $4,961-95.6% | $4,693-95.4% | $4,299-95.0% |
| Participant deferral / active EE | $7,867 | $8,310-5.3% | $7,997-1.6% | $6,507+20.9% |
| Admin fee / account holder | $199 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |