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 | $40,473 | $102,828-60.6% | $105,387-61.6% | $152,861-73.5% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.6%+10.3pp | 82.4%+10.4pp |
| Annual return | 3.38% | 20.85%-17.5pp | 26.82%-23.4pp | 345.32%-341.9pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,796 | $5,465-48.8% | $5,502-49.2% | $5,850-52.2% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |