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 | $109,038 | $159,901-31.8% | $146,958-25.8% | $145,922-25.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 0.42% | 98.13%-97.7pp | 418.34%-417.9pp | 561.29%-560.9pp |
| Employer contribution / active EE | $544 | $5,286-89.7% | $4,933-89.0% | $4,660-88.3% |
| Participant deferral / active EE | $6,667 | $8,428-20.9% | $8,070-17.4% | $6,688-0.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |