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 | $75,052 | $106,515-29.5% | $96,683-22.4% | $139,434-46.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.98% | 38.43%-29.4pp | 35.69%-26.7pp | 372.94%-364.0pp |
| Employer contribution / active EE | $710 | $4,103-82.7% | $3,737-81.0% | $4,751-85.0% |
| Participant deferral / active EE | $6,053 | $5,454+11.0% | $4,878+24.1% | $6,710-9.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |