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 | $124,961 | $148,534-15.9% | $135,903-8.1% | $139,434-10.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 0.41% | 79.19%-78.8pp | 68.23%-67.8pp | 372.94%-372.5pp |
| Employer contribution / active EE | $539 | $5,243-89.7% | $4,856-88.9% | $4,751-88.6% |
| Participant deferral / active EE | $8,000 | $8,100-1.2% | $7,758+3.1% | $6,710+19.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |