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 | $69,073 | $183,963-62.5% | $162,163-57.4% | $152,861-54.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 2.38% | 150.76%-148.4pp | 115.59%-113.2pp | 345.32%-342.9pp |
| Employer contribution / active EE | $631 | $6,371-90.1% | $5,614-88.8% | $4,762-86.8% |
| Participant deferral / active EE | $3,624 | $8,034-54.9% | $7,298-50.3% | $5,850-38.1% |
| Admin fee / account holder | $136 | $13,121-99.0% | $10,843-98.7% | $11,596-98.8% |