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 | $27,156 | $185,822-85.4% | $169,993-84.0% | $139,434-80.5% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 1.99% | 60.50%-58.5pp | 53.37%-51.4pp | 372.94%-370.9pp |
| Employer contribution / active EE | $187 | $7,590-97.5% | $6,785-97.2% | $4,751-96.1% |
| Participant deferral / active EE | $3,687 | $11,622-68.3% | $10,408-64.6% | $6,710-45.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |