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 | $117,636 | $150,440-21.8% | $136,294-13.7% | $147,584-20.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.54% | 1049.08%-1040.5pp | 5155.94%-5147.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $417 | $5,256-92.1% | $4,695-91.1% | $4,876-91.5% |
| Participant deferral / active EE | $7,640 | $6,630+15.2% | $6,247+22.3% | $5,439+40.5% |
| Admin fee / account holder | $104 | $10,905-99.0% | $9,243-98.9% | $10,885-99.0% |