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 | $31,494 | $115,770-72.8% | $101,248-68.9% | $158,922-80.2% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 3.97% | 56.14%-52.2pp | 46.47%-42.5pp | 302.83%-298.9pp |
| Employer contribution / active EE | $254 | $4,175-93.9% | $3,660-93.0% | $4,761-94.7% |
| Participant deferral / active EE | $4,845 | $4,957-2.3% | $4,370+10.9% | $5,982-19.0% |
| Admin fee / account holder | $174 | $7,245-97.6% | $5,945-97.1% | $11,246-98.5% |