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 | $41,236 | $50,082-17.7% | $93,406-55.9% | $79,858-48.4% |
| Participation rate | 75.0% | 60.9%+14.1pp | 66.8%+8.2pp | 69.6%+5.4pp |
| Annual return | 6.74% | 24.59%-17.9pp | 78.05%-71.3pp | 31.71%-25.0pp |
| Employer contribution / active EE | $190 | $1,303-85.4% | $2,075-90.9% | $2,471-92.3% |
| Participant deferral / active EE | $2,127 | $2,212-3.9% | $3,126-31.9% | $3,740-43.1% |
| Admin fee / account holder | $69 | $3,454-98.0% | $5,230-98.7% | $5,306-98.7% |