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 | $31,852 | $103,376-69.2% | $87,100-63.4% | $152,861-79.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 2.94% | 28.10%-25.2pp | 28.19%-25.2pp | 345.32%-342.4pp |
| Employer contribution / active EE | $306 | $3,220-90.5% | $2,521-87.9% | $4,762-93.6% |
| Participant deferral / active EE | $2,735 | $4,778-42.7% | $4,049-32.4% | $5,850-53.2% |
| Admin fee / account holder | $223 | $12,205-98.2% | $7,497-97.0% | $11,596-98.1% |