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 | $42,026 | $165,335-74.6% | $149,696-71.9% | $158,922-73.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 1.34% | 348.15%-346.8pp | 276.60%-275.3pp | 302.83%-301.5pp |
| Employer contribution / active EE | $508 | $5,103-90.0% | $4,644-89.1% | $4,761-89.3% |
| Participant deferral / active EE | $2,942 | $7,181-59.0% | $6,842-57.0% | $5,982-50.8% |
| Admin fee / account holder | $278 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |