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 | $18,441 | $172,111-89.3% | $150,298-87.7% | $137,256-86.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 5.01% | 69.37%-64.4pp | 62.79%-57.8pp | 220.34%-215.3pp |
| Employer contribution / active EE | $190 | $4,636-95.9% | $4,154-95.4% | $4,156-95.4% |
| Participant deferral / active EE | $6,065 | $6,166-1.6% | $5,453+11.2% | $6,407-5.3% |
| Admin fee / account holder | $11 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |