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 | $22,316 | $97,044-77.0% | $83,333-73.2% | $135,375-83.5% |
| Participation rate | 86.4% | 80.4%+6.0pp | 77.8%+8.6pp | 82.6%+3.7pp |
| Annual return | -9.92% | 12.31%-22.2pp | 10.63%-20.6pp | 519.73%-529.7pp |
| Employer contribution / active EE | $395 | $4,143-90.5% | $3,379-88.3% | $4,779-91.7% |
| Participant deferral / active EE | $6,440 | $5,964+8.0% | $5,565+15.7% | $5,609+14.8% |
| Admin fee / account holder | $23 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |