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 | $32,059 | $175,202-81.7% | $149,673-78.6% | $139,434-77.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 8.82% | 166.71%-157.9pp | 134.42%-125.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,047 | $5,474-80.9% | $4,818-78.3% | $4,751-78.0% |
| Participant deferral / active EE | $2,873 | $6,519-55.9% | $5,680-49.4% | $6,710-57.2% |
| Admin fee / account holder | $153 | $16,150-99.1% | $13,210-98.8% | $11,403-98.7% |