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 5-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 | $28,275 | $177,572-84.1% | $154,803-81.7% | $142,382-80.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 9.36% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $469 | $4,810-90.2% | $4,305-89.1% | $4,299-89.1% |
| Participant deferral / active EE | $7,625 | $6,272+21.6% | $5,540+37.6% | $6,507+17.2% |
| Admin fee / account holder | $174 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |