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 | $21,790 | $111,754-80.5% | $103,333-78.9% | $145,922-85.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.38% | 24.77%-18.4pp | 24.88%-18.5pp | 561.29%-554.9pp |
| Employer contribution / active EE | $748 | $4,212-82.2% | $3,868-80.7% | $4,660-83.9% |
| Participant deferral / active EE | $2,784 | $5,619-50.4% | $5,057-45.0% | $6,688-58.4% |
| Admin fee / account holder | $200 | $9,750-97.9% | $8,355-97.6% | $13,397-98.5% |