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 | $52,929 | $142,405-62.8% | $115,157-54.0% | $152,861-65.4% |
| Participation rate | 89.5% | 82.4%+7.1pp | 75.9%+13.6pp | 82.4%+7.0pp |
| Annual return | 7.36% | 41.48%-34.1pp | 35.60%-28.2pp | 345.32%-338.0pp |
| Employer contribution / active EE | $523 | $4,010-87.0% | $3,179-83.5% | $4,762-89.0% |
| Participant deferral / active EE | $2,785 | $5,164-46.1% | $4,168-33.2% | $5,850-52.4% |
| Admin fee / account holder | $29 | $8,462-99.7% | $7,088-99.6% | $11,596-99.8% |