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 | $73,545 | $99,652-26.2% | $78,778-6.6% | $147,584-50.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | -2.70% | 47.28%-50.0pp | 35.62%-38.3pp | 578.55%-581.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,111 | $3,664+39.5% | $2,958+72.8% | $5,439-6.0% |
| Admin fee / account holder | $25 | $7,155-99.6% | $5,134-99.5% | $10,885-99.8% |