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 | $33,750 | $59,101-42.9% | $77,163-56.3% | $75,163-55.1% |
| Participation rate | 97.4% | 63.9%+33.6pp | 69.6%+27.9pp | 67.2%+30.2pp |
| Annual return | 11.64% | 26.71%-15.1pp | 37.87%-26.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $290 | $1,995-85.5% | $2,535-88.6% | $2,670-89.1% |
| Participant deferral / active EE | $1,640 | $2,999-45.3% | $3,833-57.2% | $4,125-60.2% |
| Admin fee / account holder | $297 | $4,774-93.8% | $5,472-94.6% | $5,651-94.7% |