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 | $24,350 | $135,952-82.1% | $123,892-80.3% | $273,961-91.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.33% | 56.63%-54.3pp | 47.52%-45.2pp | 41.45%-39.1pp |
| Employer contribution / active EE | $620 | $5,170-88.0% | $4,617-86.6% | $4,869-87.3% |
| Participant deferral / active EE | $8,380 | $6,343+32.1% | $5,984+40.0% | $5,287+58.5% |
| Admin fee / account holder | $152 | $9,817-98.5% | $8,357-98.2% | $10,132-98.5% |