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 | $132,194 | $157,256-15.9% | $141,162-6.4% | $152,861-13.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.59% | 64.32%-50.7pp | 71.39%-57.8pp | 345.32%-331.7pp |
| Employer contribution / active EE | $598 | $5,261-88.6% | $4,735-87.4% | $4,762-87.5% |
| Participant deferral / active EE | $3,698 | $7,109-48.0% | $6,709-44.9% | $5,850-36.8% |
| Admin fee / account holder | $167 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |