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 | $96,913 | $178,174-45.6% | $156,181-37.9% | $137,256-29.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 6.39% | 84.19%-77.8pp | 64.87%-58.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,058 | $4,972-78.7% | $4,294-75.4% | $4,156-74.5% |
| Participant deferral / active EE | $5,090 | $6,888-26.1% | $6,132-17.0% | $6,407-20.6% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |