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 | $175,021 | $183,963-4.9% | $162,163+7.9% | $152,861+14.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.82% | 150.76%-140.9pp | 115.59%-105.8pp | 345.32%-335.5pp |
| Employer contribution / active EE | $1,169 | $6,371-81.6% | $5,614-79.2% | $4,762-75.4% |
| Participant deferral / active EE | $3,170 | $8,034-60.5% | $7,298-56.6% | $5,850-45.8% |
| Admin fee / account holder | $262 | $13,121-98.0% | $10,843-97.6% | $11,596-97.7% |