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 | $93,443 | $116,175-19.6% | $93,606-0.2% | $152,861-38.9% |
| Participation rate | 81.8% | 78.0%+3.8pp | 75.8%+6.0pp | 82.4%-0.6pp |
| Annual return | 1.65% | 35.96%-34.3pp | 32.76%-31.1pp | 345.32%-343.7pp |
| Employer contribution / active EE | $224 | $3,218-93.0% | $2,718-91.8% | $4,762-95.3% |
| Participant deferral / active EE | $2,240 | $4,603-51.3% | $4,069-44.9% | $5,850-61.7% |
| Admin fee / account holder | $139 | $10,748-98.7% | $7,888-98.2% | $11,596-98.8% |