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 | $27,468 | $107,334-74.4% | $92,893-70.4% | $152,861-82.0% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 3.79% | 145.58%-141.8pp | 109.41%-105.6pp | 345.32%-341.5pp |
| Employer contribution / active EE | $162 | $4,221-96.2% | $3,653-95.6% | $4,762-96.6% |
| Participant deferral / active EE | $3,196 | $4,845-34.0% | $4,236-24.6% | $5,850-45.4% |
| Admin fee / account holder | $160 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |