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 | $44,341 | $63,346-30.0% | $92,233-51.9% | $70,131-36.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.23% | 530.12%-519.9pp | 176.28%-166.0pp | 73.14%-62.9pp |
| Employer contribution / active EE | $328 | $2,471-86.7% | $3,679-91.1% | $2,342-86.0% |
| Participant deferral / active EE | $2,958 | $2,854+3.7% | $3,897-24.1% | $3,332-11.2% |
| Admin fee / account holder | $286 | $3,840-92.5% | $5,194-94.5% | $4,645-93.8% |