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 | $108,265 | $209,411-48.3% | $178,490-39.3% | $158,922-31.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.92% | 188.75%-184.8pp | 151.07%-147.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,014 | $5,706-82.2% | $5,011-79.8% | $4,761-78.7% |
| Participant deferral / active EE | $17,725 | $5,954+197.7% | $5,202+240.8% | $5,982+196.3% |
| Admin fee / account holder | $33 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |