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 | $71,025 | $150,440-52.8% | $136,294-47.9% | $147,584-51.9% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 9.38% | 1049.08%-1039.7pp | 5155.94%-5146.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $565 | $5,256-89.3% | $4,695-88.0% | $4,876-88.4% |
| Participant deferral / active EE | $5,905 | $6,630-10.9% | $6,247-5.5% | $5,439+8.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |