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 | $149,525 | $117,841+26.9% | $102,423+46.0% | $145,922+2.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -1.26% | 31.65%-32.9pp | 29.32%-30.6pp | 561.29%-562.5pp |
| Employer contribution / active EE | $675 | $3,615-81.3% | $3,023-77.7% | $4,660-85.5% |
| Participant deferral / active EE | $6,825 | $5,731+19.1% | $5,053+35.1% | $6,688+2.1% |
| Admin fee / account holder | $32 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |