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 | $239,364 | $56,053+327.0% | $75,972+215.1% | $80,856+196.0% |
| Participation rate | 86.8% | 62.0%+24.8pp | 69.1%+17.8pp | 67.6%+19.2pp |
| Annual return | 9.12% | 20.53%-11.4pp | 359.55%-350.4pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,406 | $3,052+44.4% | $4,255+3.5% | $4,296+2.6% |
| Admin fee / account holder | $269 | $5,234-94.9% | $6,467-95.8% | $6,918-96.1% |