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 | $97,949 | $171,865-43.0% | $149,718-34.6% | $147,584-33.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.92% | 2113.22%-2109.3pp | 1501.63%-1497.7pp | 578.55%-574.6pp |
| Employer contribution / active EE | $1,159 | $6,275-81.5% | $5,445-78.7% | $4,876-76.2% |
| Participant deferral / active EE | $14,650 | $7,271+101.5% | $6,569+123.0% | $5,439+169.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |